Video
The 7 Step Financial Planning Process
Learn more about the Steps in the Financial Planning Process
Watch the Next VideoCFP Board’s Code of Ethics and Standards of Conduct (“Code and Standards”) provides detailed requirements for the Financial Planning process and increases the number of steps in the Financial Planning process from six to seven.
Access More Guidance Materials
This compliance resource is part of a full library of resources that CFP® professionals can use to comply with the Code and Standards. More guidance materials can be found in our Compliance Resources Library.