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Read The September CFP Board Report Newsletter

September 18, 2020

The September 17, 2020 edition of the CFP Board Report Newsletter includes:

  • Inside CFP Board’s Recent Public Policy Activities: Financial Advice Tax Deduction and Commentary on the DOL’s New Fiduciary Rule
  • Industry Insights: What You Need to Know About CFP Board’s Code and Standards and The SEC's Reg BI
  • Focus on Ethics: Case Studies Applying a CFP® Professional’s Fiduciary Duty
  • CFP Board Disciplinary Actions
  • Center Partners with African American Association of Financial Advisors (Quad-A)
  • Registration Open for Online Offering of Client Psychology Program, Nov. 10 - Dec. 3

Read The CFP Board Report Newsletter

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