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CFP Board has adopted a revised Code of Ethics and Standards of Conduct (“Code and Standards”) that requires a CFP® professional to act as a fiduciary, and therefore, to act in the best interests of the client, at all times when providing financial advice.

Watch a video summarizing the new code and standards
Watch Video Summary

To provide context for the revised Code and Standards, CFP Board has provided a redline version showing the November 2018 technical revisions to the Code and Standards.

Download a copy of the Redline Showing Technical Revisions to the new Code and Standards




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.

Browse the Compliance Resources Library