Latest Certificant Connections Podcast Focuses on New Code and Standards

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Latest Certificant Connections Podcast Focuses on New Code and Standards

May 07, 2019

The latest episode of CFP Board’s Certificant Connections Podcast series features guest Leo Rydzewski, General Counsel of CFP Board.  The conversation focuses on the new Code of Ethics and Standards of Conduct that becomes effective October 1, 2019. 

Listen to the podcast for a summary of key updates to the ethical and practice standards for CFP® professionals, and for insights about the work CFP Board’s Standards Resource Commission is undertaking to develop a full suite of guidance materials to assist CFP® professionals and their firms in understanding and complying with the new Code and Standards.  



CFP Board Certificant Connections LogoCertificant Connections is a podcast powered by CFP Board, the professional standards-setting body for more than 84,000 CFP® professionals nationwide.

In each episode, CFP Board discusses the latest news in the financial planning profession, takes a deep dive into key topics, and answers your questions. Listen to the podcast on your favorite app from the links above, or download the podcast library.

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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.
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