Recorded Webinar: Roadmap to the Code and Standards

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Recorded Webinar: Roadmap to the Code and Standards

Jul 22, 2019

On July 17, 2019, Kevin Ruth, CFP®, member of CFP Board’s Standards Resource Commission, and Leo Rydzewski, Esq., CFP Board’s General Counsel and Managing Director of Professional Standards, hosted a webinar to review key tools in CFP Board’s "Roadmap to the Code and Standards” reference guide, which distills essential information about the new Code of Ethics and Standards of Conduct that takes effect October 1, 2019. The guide provides a “roadmap” that allows CFP® professionals and their firms to easily find the information they need to comply with the updated standards of conduct for CFP® professionals. 

During the webinar, they illustrated how a CFP® professional may use those tools in their work with actual clients and answered questions from the live audience.

View the Recorded Webinar

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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.

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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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