CFP Board Updates
CFP® Professionals and AI: The Emerging Compliance and Documentation Questions
Good to Know Most conversations about AI in financial planning focus on efficiency. The more important issue emerging for advisors is accountability. AI tools can summarize meetings, organize client notes, and accelerate operational workflows. However, AI-generated output can appear highly authoritative even when assumptions or conclusions are incomplete.1, 2 Consider an advisor using AI to…
Read MoreThe Fiduciary Standard in Practice: Where Advisors Still Get It Wrong
Good to Know Most advisors would tell you they act as fiduciaries. Many believe it. Some even document it. But in practice, fiduciary failures rarely come from intentional misconduct. They come from misunderstanding what the standard actually requires. The CFP Board’s Code of Ethics is clear: CFP® professionals must act as fiduciaries at all times…
Read MoreCFP Board Enforcement Trends: What the Discipline Data Actually Signals
CFP® Board Updates Most professionals read CFP Board disciplinary announcements the same way: quickly, casually, and with relief that it wasn’t them. That’s a mistake. Enforcement data is not just reputational housekeeping for the CFP Board. It is a signal. And when you read it closely, it tells you where professional risk is shifting —…
Read MoreCFP Board Opens Public Comment Period on New Code and Standards Proposals
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…
Read MoreCFP Board Announces Updates to the Competency Standards
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…
Read MoreCFP Board’s Public Comment Period: Help Shape the Future of Professional Standards
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…
Read MoreCFP Board’s 2026 Principal Knowledge Topic Updates — What’s Changed for Candidates
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…
Read MoreCFP Board Releases 2025 Public Awareness Campaign Report: Key Results and What They Mean
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…
Read MoreAI Guidance for CFP® Professionals: CFP Board Drafts New Ethics Guidance
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…
Read MoreCFP Board Enhances Continuing Education Requirements: New Ethics Module Effective 2026
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…
Read More