Proposed Revisions to Appeal Rules, Disciplinary Rules

News & Events



Proposed Revisions to Appeal Rules, Disciplinary Rules

Aug 06, 2012
CFP Board issued a request for comments on proposed changes to its Rules and Procedures of the Appeal Panel (Appeal Rules) and Disciplinary Rules and Procedures (Disciplinary Rules). The deadline for submitting comments on these proposals was September 20, 2012. Comments received by CFP Board will be posted to the website soon.

Review proposed changes to the Appeal Rules (PDF, 117KB)

Review proposed changes to the Disciplinary Rules (PDF, 364KB)
Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Upcoming Events

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.