CFP Board Updates

CFP® Board Updates On January 29, 2026, the CFP Board announced a 60-day public comment period for proposed updates to its Code of Ethics and Standards of Conduct, as well as related procedural rules. These proposed changes reflect the Board’s ongoing efforts to strengthen the profession’s ethical framework and respond to the evolving landscape of…

CFP® Board Updates The CFP Board has finalized its updates to the Competency Standards — and while this may sound procedural, the implications for the profession are far-reaching. These changes reflect a fundamental evolution in how the CFP Board defines competence: moving from task-based checklists to judgment-based decision-making. The updates were approved following an open…

CFP® Board Updates The CFP Board is again inviting professionals, educators, and the public to weigh in on proposed updates to the Standards of Professional Conduct. This public comment process is a cornerstone of the Board’s commitment to transparency, accountability, and the long‑term strength of the CFP® certification. The current round of feedback centers on…

CFP® Board Updates The CFP Board has released its updated Principal Knowledge Topics for the 2026 exam cycle — and while the changes are subtle, they reflect evolving industry expectations, regulatory realities, and practitioner demands. Whether you’re preparing to sit for the CFP® exam or helping someone on that journey, understanding what’s been updated can…

CFP® Board Updates The CFP Board’s 2025 Public Awareness Campaign report offers fresh insight into how public perception of the CFP® certification is evolving — and where there’s still work to be done. Released this month, the report summarizes campaign performance, media reach, and year-over-year changes in trust, awareness, and relevance of the CFP® mark…

CFP® Board Updates The CFP Board is proactively addressing how artificial intelligence intersects with the ethics and standards expected of CFP® professionals. On November 7, 2025, the Board announced the development of new guidance aimed at helping certificants ethically and responsibly integrate AI tools into financial planning practices. Why the CFP Board Is Acting Now…

CFP® Board Updates In a move that reflects its ongoing commitment to public trust and professional accountability, the CFP Board recently announced updates to its Continuing Education (CE) requirements, including the launch of a new ethics module that will take effect in 2026. These changes are designed to ensure that CFP® professionals stay aligned with…

CFP® Board Updates The CFP Board recently published its exam results for the July 2025 testing window, offering insights into candidate trends, pass rates, and the evolving professional landscape. Key Takeaways from the Exam Data The total number of exam‑takers increased to a new high point, signaling stronger interest in the CFP® certification. The pass rate…

CFP® Board Updates As financial professionals begin navigating the wide-ranging implications of the One Big Beautiful Bill Act (OBBBA), the CFP Board is stepping in with critical support. In an August announcement, the Board previewed the launch of two key resources: a peer-reviewed planning guide and a live webinar series aimed at helping CFP® professionals…

CFP® Board Updates In September 2025, the CFP Board published its official list of six public policy priorities, outlining the organization’s advocacy agenda for the years ahead. These priorities serve as a guide for how the CFP Board plans to influence regulation, legislation, and public perception of the financial planning profession. For CFP® professionals and…