Skip to main content
CFP Board Ethics Content

CFP Board Ethics Content

Effective October 1, 2018, the Ethics CE program curriculum will introduce CFP® professionals to the new Code of Ethics and Standards of Conduct.  This program content will remain active through December 31, 2020 to ensure all CFP® professionals have the opportunity to participate.

Please review all documents associated with your selected delivery model.  These documents provide the content and activity options required to plan your program including specific instructions for their use.   

Last Update: October 1, 2020  



CFP Board has adopted an updated Ethics CE program that will go into effect on October 1, 2020.

For this update, the Continuing Education team worked with a volunteer Advisory Group composed of CFP® professionals, with members representing perspectives from educational providers, as well as across the CFP® professional community. The work of these volunteers was shared with the CFP Board Professional Standards & Legal team to complete this program update.

Below are the updated Ethics CE materials.

Please direct any questions related to Ethics CE to or 202-379-2227.