Monthly Archives January 2018

The New CFP® Code of Ethics and Standards of Conduct

  In 2015, the CFP (Certified Financial Planning) Board announced that it was updating its Standards of Professional Conduct effective January 1, 2019. The last standards changes were undertaken in mid-2008. “The draft proposal, titled Code of Ethics and Standards of Conduct, is a significant revision to the Standards with a range of important changes, including broadening the fiduciary standard for CFP® professionals—effectively requiring CFP® professionals to put a client’s interest first at all times. The revised proposal includes changes to some of the disclosure and other requirements in the initial proposal, in recognition of the need to be practical
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Categories: Blog Posts.