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Technical Revisions and Answers to Frequently Asked Questions for New Code of Ethics and Standards of Conduct
https://www.cfp.net/news-events/announcements/2018/11/27/technical-revisions-and-answers-to-frequently-asked-questions-for-new-code-of-ethics-and-standards-of-conduct

... Code of Ethics and Standards of Conduct. These technical revisions do not materially change the Code and Standards; instead, they provide clarity to several sections of the document. The most significant change is to specify when a CFP® professional must provide certain information to a Client. The ...

Webinar: Public Forum on Code of Ethics and Standards of Conduct
https://www.cfp.net/news-events/calendar-of-events/event-details/2018/12/13/default-calendar/webinar-public-forum-on-code-of-ethics-and-standards-of-conduct

... Code of Ethics and Standards of Conduct, which becomes effective October 1, 2019. Webinar: Public Forum on Code of Ethics and Standards of Conduct Thursday, December 13, 2108 3:00 - 4:15 p.m. Eastern Time Register to Attend The webinar features: A presentation on the new Code and Standards ...

Review a Side-by-Side Comparison of the proposed revisions to the Standards of Professional Conduct to the current Standards
https://www.cfp.net/news-events/announcements/2017/07/26/review-a-side-by-side-comparison-of-the-proposed-revisions-to-the-standards-of-professional-conduct-to-the-current-standards

... standards for ethics and practice are an essential part of the CFP® certification and an important element of the public’s trust and confidence in CFP® professionals. Through a deliberate and inclusive process, CFP Board has developed a draft of proposed revisions to the Standards that is intended ...

Read the August CFP Board Report Newsletter
https://www.cfp.net/news-events/announcements/2019/08/28/read-the-august-cfp-board-report-newsletter

... Focus on Ethics: Disclosures to Clients – What and When Latest Edition of Financial Planning Review Now Available Read the CFP Board Report newsletter Subscribe to the CFP Board Report newsletter The August 28, 2019 edition of the CFP Board Report newsletter includes: Board Chair Susan John, ...

Recorded Webinar: Proposed Revisions to CFP Board’s Standards of Professional Conduct
https://www.cfp.net/news-events/announcements/2017/08/15/recorded-webinar-proposed-revisions-to-cfp-board-s-standards-of-professional-conduct

... standards for ethics and practice are an essential part of the CFP® certification and an important element of the public's trust and confidence in CFP® professionals. The draft proposal is a significant revision to the Standards with a range of important changes, including broadening the application ...

Recorded Webinar: Roadmap to the Code and Standards
https://www.cfp.net/news-events/announcements/2019/07/22/recorded-webinar-roadmap-to-the-code-and-standards

... Code of Ethics and Standards of Conduct that takes effect October 1, 2019. The guide provides a “roadmap” that allows CFP® professionals and their firms to easily find the information they need to comply with the updated standards of conduct for CFP® professionals. During the webinar, ...

New Brochure Highlights Key Elements of New Code and Standards
https://www.cfp.net/news-events/announcements/2018/09/24/new-brochure-highlights-key-elements-of-new-code-and-standards

... Code of Ethics, which reflects the commitment that all CFP® professionals make to high standards of competency and ethics. The brochure also highlights several new requirements introduced with the new Code and Standards, including: The expanded obligation to act as a fiduciary, and therefore, ...

Read the October CFP Board Report Newsletter
https://www.cfp.net/news-events/announcements/2019/10/25/read-the-october-cfp-board-report-newsletter

... 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 ...

Read the August 2018 Newsletters
https://www.cfp.net/news-events/announcements/2018/08/30/read-august-2018-newsletters

... Board Ethics CE Program Updated for New Code of Ethics and Standards of Conduct Focus on Ethics: Avoiding or Managing and Disclosing Conflicts of Interest Resources Outline Impact of 2017 Tax Cuts & Jobs Act on the CFP® Exam Read the CFP Board Report newsletter Subscribe to the CFP ...

Read the September CFP Board Report Newsletter
https://www.cfp.net/news-events/announcements/2018/09/21/read-the-september-cfp-board-report-newsletter

... Professional” Ethics CE Programs Transition to Cover New Code and Standards This October CFP Board Disciplinary Actions Read the CFP Board Report newsletter Subscribe to the CFP Board Report newsletter...

Read the June 2018 Newsletters
https://www.cfp.net/news-events/announcements/2018/07/06/read-June-2018-newsletters

... Focus on Ethics: Understanding the New Code of Ethics CFP® Examination Update Read the CFP Board Report newsletter Subscribe to the CFP Board Report newsletter Let’s Make a Plan Newsletter: The June 2018 edition of CFP Board’s monthly consumer newsletter includes: 6 Financial ...

CFP Board Advertisement in The Wall Street Journal
https://www.cfp.net/news-events/announcements/2017/12/22/cfp-board-advertisement-in-em-the-wall-street-journal-em

... competent, and ethical financial planning services. AARP strongly agrees with the CFP Board’s broadening of the fiduciary standards for CFP® professionals and requiring them to put a client’s best interest first at all times.” The ad complements the work of our Public Awareness ...

Read the October CFP Board Report Newsletter
https://www.cfp.net/news-events/announcements/2018/10/18/read-the-october-cfp-board-report-newsletter

... Focus on Ethics: Client Confidentiality and Privacy CFP Board Disciplinary Actions Read the CFP Board Report newsletter Subscribe to the CFP Board Report newsletter...

Upcoming Webinar: CFP Board Disciplinary Trends & Compliance Tips
https://www.cfp.net/news-events/announcements/2012/11/01/upcoming-webinar-cfp-board-disciplinary-trends-compliance-tips

... Disciplinary and Ethics Commission (DEC) and tips for avoiding disciplinary action by complying with CFP Board’s Standards of Professional Conduct. CFP Board Disciplinary Trends & Compliance Tips Thursday, November 29, 2012 1:30 - 3:00 p.m. (Eastern) Free Event (No CE granted) Registration...

Read the April CFP Board Report Newsletter
https://www.cfp.net/news-events/announcements/2019/04/26/read-the-april-cfp-board-report-newsletter

... Focus on Ethics: Monitoring Progress and Updating New "Certificant Connections" Podcast Series March 2019 CFP® Examination Update New Guide Highlights Best Practices for Firms to Recruit and Retrain Talented Professionals Read the CFP Board Report newsletter Subscribe to the CFP Board Report ...

Read the December CFP Board Report Newsletter
https://www.cfp.net/news-events/announcements/2018/12/21/read-the-december-cfp-board-report-newsletter

... Focus on Ethics: Answers to Frequently Asked Questions Increase in Reporting Fee for Non-Registered CE Programs Read the CFP Board Report newsletter Subscribe to the CFP Board Report newsletter...

Read the November CFP Board Report Newsletter
https://www.cfp.net/news-events/announcements/2018/11/21/read-the-november-cfp-board-report-newsletter

... Focus on Ethics: The 7-Step Financial Planning Process CFP Board Disciplinary Actions Read the CFP Board Report newsletter Subscribe to the CFP Board Report newsletter...

Read the June CFP Board Report Newsletter
https://www.cfp.net/news-events/announcements/2019/06/28/read-the-june-cfp-board-report-newsletter

... Focus on Ethics: Responsibilities when Recommending, Engaging and Working with Additional Persons and when Selecting, Using and Recommending Technology Certificant Connections Podcast: From Certificates to Ph.D.s Second Annual Diversity Summit in Washington, DC, November 13 CFP Board Disciplinary Actions ...

Read the January CFP Board Report Newsletter
https://www.cfp.net/news-events/announcements/2019/01/29/read-the-january-cfp-board-report-newsletter

... Focus on Ethics: Understanding the Client’s Personal and Financial Circumstances Public Awareness Campaign Advertising Picks Up in February CFP Board Disciplinary Actions Read the CFP Board Report newsletter Subscribe to the CFP Board Report newsletter Read the January 28, 2019 edition of ...

CFP Board Seeks Hearing Panel Volunteers to Participate in Disciplinary Hearings
https://www.cfp.net/news-events/announcements/2015/11/05/cfp-board-seeks-hearing-panel-volunteers-to-participate-in-disciplinary-hearings

... Disciplinary and Ethics Commission with determining, after careful deliberation, whether there has been a violation of CFP Board's rules and, if so, what sanction is appropriate. Learn more at: www.CFP.net/DECVolunteer CFP Board seeks experienced CFP® professionals to participate in CFP Board’s accredited, ...

Upcoming Webinar: How to Avoid Misleading Compensation Disclosures, August 7, 1:30pm ET
https://www.cfp.net/news-events/announcements/2013/07/18/upcoming-webinar-how-to-avoid-misleading-compensation-disclosures-august-7-1-30pm-et

... Disciplinary and Ethics Commission, Michael P. Shaw, Esq., Managing Director of Professional Standards and Legal and Adam Zajac, Esq., Adjudicatory Counsel. Register...

CFP Board's Disciplinary Trends and Compliance Tips Webinar Available For On Demand Viewing
https://www.cfp.net/news-events/announcements/2012/12/06/cfp-board's-disciplinary-trends-and-compliance-tips-webinar-available-for-on-demand-viewing

... Disciplinary and Ethics Commission (DEC) and discussing tips for avoiding disciplinary action by complying with CFP Board's Standards of Professional Conduct. View the recorded webinar...

Webinar: Roadmap to the New Code and Standards
https://www.cfp.net/news-events/calendar-of-events/event-details/2019/07/17/default-calendar/webinar-roadmap-to-the-new-code-and-standards

... Code of Ethics and Standards of Conduct that takes effect October 1, 2019. The guide provides a “roadmap” that allows CFP® professionals and their firms to easily find the information they need to comply with the updated standards of conduct for CFP® professionals. This webinar will ...

[CANCELLED] CFP® Certificant Connection, Charlotte, NC
https://www.cfp.net/news-events/calendar-of-events/event-details/2018/09/13/default-calendar/cfp-certificant-connection-charlotte-nc

... Code of Ethics and Standards of Conduct. Additional information will become available in the coming weeks. Thank you for your support of the CFP® certification, and please be safe during the storm....

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