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In the News

Revised CFP Board Procedural Rules Coming Sept. 1

By Jeff Berman May 16, 2023 ThinkAdvisor

CFP Board has adopted revised Procedural Rules that will become effective September 1. The Procedural Rules outline processes for investigating alleged wrongdoing and enforcing CFP Board’s Code of Ethics and Standards of Conduct.

Read more at ThinkAdvisor

ThinkAdvisor
Jeff Berman
May 16, 2023