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The Fourth and Fifth Steps of the Financial Planning Process
CFP Board’s Code of Ethics and Standards of Conduct (“Code and Standards”), provides detailed requirements for the Financial Planning process, and increases the number of steps in the Financial Planning process from six to seven. Watch this video for an overview of the fourth and fifth steps:
Learn more about the Steps of the Financial Planning Process
Watch the Next Video- Develop the Financial Planning Recommendation(s)
- Present the Financial Planning Recommendation(s)