Guide
Duties of a CFP® Professional Working in A Call Center
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Explore Compliance Guides CFP Board designed this guide to help CFP® professionals working in Call Centers determine when and how to comply with the Code and Standards.
This guide has three parts:
- Duties of a CFP® Professional Working in a Call Center
- Framework for Determining What Information a Call Center Associate Must Provide to a Client
- Guide to Providing Information to a Client While Working in a Call Center
Download the Duties of a CFP® Professional Working in a Call Center Guide
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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.