Mentor Program

The Roadmap provides an overview of the structure and content of the Code and Standards and contains five guidance resources that CFP Board developed to assist CFP^® professionals and their firms with implementing the Code and Standards:

1. The Financial Advice Engagements Disclosure Guide;
2. The Financial Planning Engagements Disclosure Guide;
3. The Practice Standards Reference Guide;
4. The Financial Advice Engagements Compliance Guide; and
5. The Financial Planning Engagements Compliance Guide.

Filled with graphics and images, the Roadmap serves as a handy-reference guide for CFP^® professionals and their firms. It is not intended to replace the Code and Standards. Rather, it is meant to complement the full Code and Standards document.