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Summary and Video Series to Understand the New Code of Ethics and Standards of Conduct

September 18, 2019

On October 1, 2019, CFP Board’s new Code of Ethics and Standards of Conduct went into effect, with full enforcement on June 30, 2020. The new Standards are intended to ensure that the CFP® certification retains its value, integrity and relevance in order to maintain the public’s trust in the CFP® profession. Learn more in about the new Standards in the below summary video.

The summary video is the first part in a video series developed to help CFP® professionals learn their obligations under the new Code and Standards.

View Full Video Series

Visit Interactive Version of the Code and Standards

View Compliance Resources