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:
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.
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