Roadmap to the New Code and Standards
CFP Board’s webinar on the Roadmap to the New Code and Standards reviewed key tools in the Roadmap and illustrated how a CFP® professional may use those tools in their work with actual clients.
Watch now to learn more about the Roadmap, which allows CFP® professionals and their firms to easily find the information they need to comply with the new Code and Standards for CFP® professionals.
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.