CFP Board Releases New Compliance Resources
CFP® BOARD UPDATES
The CFP Board has developed and made available a series of resources that will help CFP® Professionals navigate the sometimes choppy waters of CFP Board compliance. These guidance resources help CFP® Professionals understand and comply with the Code of Ethics and Standards of Conduct.
These resources include:
- An FAQ to help locate information quickly
- Case studies for real world style hypotheticals
- Checklists and guides for everyday client interactions
- Videos and webinars bringing it all together
To learn more and take advantage of these free resources, click the link below.
