Read the October CFP Board Report Newsletter

News & Events



Read the October CFP Board Report Newsletter

Oct 25, 2019

The October 25, 2019 edition of the CFP Board Report newsletter includes:

  • New Code of Ethics and Standards of Conduct Now Effective
  • New Animated Video: Case Study Applying New Code and Standards to Rollover Recommendation
  • Fall Flight of Public Awareness Campaign Advertising Continues through Nov. 15
  • Diversity Summit in Washington, DC November 13
  • Practitioner-focused Sessions at 2020 Academic Research Colloquium

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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.

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.
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