Review a Side-by-Side Comparison of the proposed revisions to the Standards of Professional Conduct to the current Standards
CFP Board’s standards for ethics and practice are an essential part of the CFP® certification and an important element of the public’s trust and confidence in CFP® professionals. Through a deliberate and inclusive process, CFP Board has developed a draft of proposed revisions to the Standards that is intended to enhance the integrity and value of CFP® professionals to the clients and communities they serve.
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 application of the fiduciary standard for CFP® professionals – effectively requiring CFP® professionals to put a client’s interest first at all times – and enhancing and updating standards related to financial planning.CFP Board has requested comments on proposed revisions to its Standards of Professional Conduct, which set forth the ethical standards for CFP® professionals. To assist with your review of the revised Standards, and examine detail on what's changed, please download this PDF for a side-by-side comparison.
Review a Side-by-Side Comparison of the proposed Code and Standards and current Standards (PDF, 264KB)