Video
What Is Financial Planning?
Get more information about the Financial Planning process
Watch the Next VideoCFP Board’s Code of Ethics and Standards of Conduct (“Code and Standards”) provides detailed requirements for the Financial Planning process and provides a definition of Financial Planning. Get a definition of Financial Planning, and learn about the 3 circumstances when a CFP® professional is required to provide Financial Planning.
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.