CFP Board Resources

New Code of Ethics and Standards of Conduct 

06-17-2019 15:55

Hi everyone,

Regarding the new Code of Ethics and Standards of Conduct:

CFP Board’s new Code of Ethics and Standards of Conduct replaces the current Code of Ethics, Rules of Conduct, Financial Planning Practice Standards and Terminology, effective October 1, 2019.

The new Code of Ethics and Standards of Conduct will be tested on the November 2019 CFP® exam. Candidates for CFP® certification can find resources on the new Code and Standards, including a Roadmap, FAQs, case studies, and videos at:

https://www.cfp.net/for-cfp-professionals/professional-standards-enforcement/code-and-standards

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