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Summary of New Code and Standards
Learn more about CFP Board's standards of competency and ethics
Watch the Next VideoCFP Board’s Code of Ethics and Standards of Conduct (“Code and Standards”) reflects the commitment that all CFP® professionals make to high standards of competency and ethics. CFP Board's Code and Standards benefits and protects the public, provides standards for delivering financial planning, and advances financial planning as a distinct and valuable profession.
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.