News

So, it's through that lens that I view the Certified Financial Planner Board of Standards' new ... sale of a financial product. The new CFP Standards of Conduct certainly take a big leap by ...
The CFP Board announced Wednesday it will review and revise its standards of professional conduct that regulate advisor certification. The organization has formed a 13-person commission to ...
"CFP® professionals have committed to the high standards of competency and ethics that are set forth in the Code of Ethics and Standards of Conduct. CFP ... five flow charts that describe the ...
A revamp of the CFP Board's Code of Ethics and Standards of Conduct is long overdue, but the effort is largely missing a crucial element: input from ordinary advisors. Having completed its public ...
the CFP Board is now readying the next stage of revisions to its code of ethics and standards of conduct. Before Dec. 25, the CFP Board will release a second round of proposed changes, it said in ...
CFP Board’s revisions to its Standards of Professional Conduct are out. The Institute for the Fiduciary Standard applauds the CFP Board for making this proposal. Make no mistake. The proposal is ...
the CFP Board created an enforcement process guide, which includes flow charts that describe the investigative, settlement and hearing processes. Under the new standards of conduct, the 87,000 CFP ...
The Certified Financial Planner Board of Standards has established a Jan. 1, 2009 enforcement date for its revised "Standards of Professional Conduct," allowing members ... as planned. The CFP Board ...
The Certified Financial Planner Board ... the standards in place for all those with a CFP certification, which include the code of ethics and professional responsibility, rules of conduct ...
The CFP Board announced on Tuesday that it will release a draft of proposed changes to its Standards of Professional Conduct on June 20. The Institute for the Fiduciary Standard applauds the CFP ...
The Institute for the Fiduciary Standard has joined a growing number of organizations pushing for a delay in the implementation of CFP Board best interest code of standards. The institute leveled ...
The CFP Board's Code of Ethics and Standards of Conduct takes precedence over the best-interest regulation created by the National Association of Insurance Commissioners. Forty-seven states have ...