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Press Release

CFP Board to Release Draft of Proposed Changes to Standards of Professional Conduct on June 20, 2017

June 12, 2017

Public forums to follow in July

Certified Financial Planner Board of Standards, Inc. today announced that it will release a draft of proposed changes to its Standards of Professional Conduct on June 20, 2017. CFP Board will accept written comments and hold a series of public forums.

The 60-day comment period will begin on Tuesday, June 20, 2017 and end on Monday, August 21, 2017.  Public forums will be held in eight cities, at the locations and on the dates set forth below:

July 24

8:00 - 10:00 a.m.

Tampa

Tampa Marriott Waterside

July 24

4:30 - 6:30 p.m.

Atlanta

Westin Buckhead

July 25

8:00 - 10:00 a.m.

New York

Westin New York Grand Central

July 25

4:30 - 6:30 p.m.

Detroit

Sheraton

July 26

8:00 - 10:00 a.m.

St. Louis

Sheraton Clayton Plaza Hotel

July 26

5:00 -7:00 p.m.

Dallas

The Westin Galleria

July 27

8:00 - 10:00 a.m.

Phoenix

Hyatt Regency Scottsdale at Gainey Ranch

July 27

5:00 -7:00 p.m.

San Diego

Marriott Marquis San Diego Marina

More information about the public forums, and details about how to submit written comments, will be announced when CFP Board issues the draft changes for comment. Following the comment period, CFP Board’s Commission on Standards will review the comments and make recommendations to the Board of Directors concerning any proposed changes.  The Board will review the recommendations and publish the final revised Standards.  The Standards will become effective on a date to be determined by the Board.

CFP Board periodically reviews the Standards to maintain the value, integrity and relevance of the CFP® certification. In December 2015, CFP Board announced that a Commission on Standards was appointed and tasked with reviewing and making recommendations to the Standards.