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Financial Advice
Learn more about financial advice v. financial planning
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CFP Board’s Code of Ethics and Standards of Conduct (“Code and Standards”), which was updated October 1, 2019, provides a description of what constitutes Financial Advice and what constitutes Financial Planning.
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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.