Redline Showing Technical Revisions to New Code of Ethics and Standards of Conduct
CFP Board has adopted a revised Code of Ethics and Standards of Conduct (“Code and Standards”) that requires a CFP® professional to act as a fiduciary, and therefore, to act in the best interests of the client, at all times when providing financial advice.
To provide context for the revised Code and Standards, CFP Board has provided a redline version showing the November 2018 technical revisions to the Code and Standards.
Access More Guidance Materials
This compliance resource is part of a full library of resources that CFP® professionals can use to comply with the Code and Standards. More guidance materials can be found in our Compliance Resources Library.