CFP 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 financial planning.
What’s Being Proposed?
The updates include key clarifications and additions designed to improve transparency, accountability, and practitioner guidance. Among the proposed changes:
According to the CFP Board, these revisions aim to improve usability and consistency while maintaining high ethical standards.
Why This Matters
CFP® professionals are held to some of the most rigorous ethical standards in the industry — and these proposed changes are designed to ensure those standards remain relevant and clear in today’s environment.
The CFP Board encourages input from CFP® professionals, educators, students, firms, and the public. It’s not just about compliance — it’s about shaping the ethical foundation of the profession going forward.
How to Participate
The public comment period is open until March 29, 2026. Stakeholders are invited to read the proposals in full and submit feedback through the CFP Board’s website.
Full announcement and submission portal: https://www.cfp.net/news/2026/01/cfp-board-seeks-public-comment-on-revised-code-and-standards-and-procedural-rules
