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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

... responses to FAQs address the following: The structure of the Code and Standards; The requirements of CFP Board’s new fiduciary duty; The definitions of Financial Planning, Financial Advice, and other terms; The changes to the Financial Planning process; Why there are now seven steps in the Financial ...

CFP Board Requests Public Comment on Proposed Revisions to Rules that Govern Disciplinary Process
https://www.cfp.net/news-events/latest-news/2018/11/27/cfp-board-requests-public-comment-on-proposed-revisions-to-rules-that-govern-disciplinary-process

... Responses to FAQs on the new Code and Standards Certified Financial Planner Board of Standards, Inc., today for public comment, issued proposed changes to the Procedural Rules that govern CFP Board’s disciplinary process. The 60-day public comment period ends January 29, 2019. CFP Board also ...

CFP Board Releases "Code & Standards" Guidance for 'Fee-Only' CFP® Professionals
https://www.cfp.net/news-events/latest-news/2019/05/14/cfp-board-releases-code-standards-guidance-for-fee-only-cfp-professionals

... updated FAQs and other written guidance – will reflect the input CFP Board has received at its public forums and other venues. Comprised of individuals from financial services firms and members of the public, a Standards Resource Commission is developing materials to assist with compliance. More ...

New “Roadmap” for Code and Standards Provides Quick Reference Guide for CFP® Professionals, Firms
https://www.cfp.net/news-events/latest-news/2019/04/23/new-roadmap-for-code-and-standards-provides-quick-reference-guide-for-cfp-professionals-firms

... videos and FAQs, can be found at www.CFP.net/code. ABOUT CFP BOARD Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification – ...

Real-World Case Studies Bring "Code and Standards" to Life
https://www.cfp.net/news-events/latest-news/2019/06/03/real-world-case-studies-bring-code-and-standards-to-life

... and FAQs – may be found at www.CFP.net/code. ABOUT CFP BOARD Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification ...

New Standards Resource Commission Formed
https://www.cfp.net/news-events/latest-news/2018/06/26/new-standards-resource-commission-formed

... sheets, FAQs, videos, webinars and other documents. “This new commission is fundamental to ensuring successful understanding, adoption and compliance with the new Standards,” said Kevin R. Keller, CFP Board’s CEO. “We very much appreciate the work that they will be doing as ...

July 28, 2017
https://www.cfp.net/news-events/newsletters/cfp-board-report/july-28-2017

... New FAQ and Side-by-side Comparison Document on Proposed Revised Standards Recording of July 14 Business Update Webinar with CFP Board’s Leadership Now Available New Exam Preparation Toolkit Supports Candidates Through Pathway to CFP® Certification CFP® Examination Update CFP Board Online Career ...

Frequently Asked Questions on the Ethics Requirement
https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/ethics-requirement/frequently-asked-questions

... another FAQ. Where application of those factors to a particular situation leads to the conclusion that Financial Planning is not required, the new Code and Standards does not require a CFP® professional to comply with the Practice Standards. (See Standard C.) In that circumstance, the CFP® professional ...

April 25, 2019
https://www.cfp.net/news-events/newsletters/cfp-board-report/april-25-2019

... videos and FAQs, can be found at www.CFP.net/code. Focus on Ethics: Monitoring and Updating Progress CFP Board’s new Code of Ethics and Standards of Conduct (“Code and Standards”), which takes effect on October 1, 2019, introduces a new 7-step financial planning process that concludes ...

July 19, 2018
https://www.cfp.net/news-events/newsletters/cfp-board-report/july-19-2018

... sheets, FAQs, videos, webinars and other documents. >> View a video announcing the new Standards Resource Commission “This new commission is fundamental to ensuring successful understanding, adoption and compliance with the new Standards,” said Kevin R. Keller, CFP Board’s CEO. “We very much appreciate ...

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