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CFP Board’s webinar on the Roadmap to the New Code and Standards reviewed key tools in the Roadmap and illustrated how a CFP® professional may use those tools in their work with actual clients.

Watch now to learn more about the Roadmap, which allows CFP® professionals and their firms to easily find the information they need to comply with the new Code and Standards for CFP® professionals.

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