CFP Board Releases Guide to Applying Fiduciary Duty to Rollovers

CFP Board this week released its Guide to Applying the Fiduciary Duty to Rollovers, offering CFP® professionals practical guidance on providing rollover recommendations while meeting their fiduciary obligations under CFP Board's Code of Ethics and Standards of Conduct. CFP Board CEO K. Dane Snowden said the guide is designed to help professionals deliver client-first advice on decisions that can have lifelong financial consequences, and CFP Board has also shared the guide's learning objectives with CE sponsors to support future continuing education programs.

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