Donate
Video
Understanding the Term "Fee Based"
Learn more about CLIENT ENGAGEMENTS for FINANCIAL PLANNING
Watch the Next Video
CFP Board’s Code of Ethics and Standards of Conduct (“Code and Standards”) provides detailed information regarding the use of the term "fee based," which is the compensation method of those who receive both fees and sales-related compensation.
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.