New White Paper Covers the History of CFP Board’s Fiduciary Standard

When CFP Board first set out to establish a fiduciary standard for CFP® professionals, the vision was clear: to provide consumers with confidence that the financial planning advice they receive is in their best interest. Today, the fiduciary standard is a cornerstone of CFP® certification and has helped elevate the entire financial planning profession. 

CFP Board’s new white paper, History of CFP Board’s Fiduciary Standard: Benefiting the Public by Setting the Standard for Financial Advice, takes an in-depth look at the evolution of the fiduciary standard and CFP Board’s role in shaping its development. Author Michelle Kruger, Ph.D., CFP® not only captures that journey with firsthand accounts but also provides critical context for understanding how the fiduciary standard for financial advice came to be, how it continues to evolve, and why it is essential for the continued growth and success of the profession. 

Download a copy of the white paper to read more

The white paper is a free supplement to the book The First 50 Years of CFP® Certification: The Standard for Financial Planning. Buy the book here.