News

Those who pass the exam and meet the other criteria are awarded the CFP designation. To maintain the designation, ...
Financial advisors with the CFP designation should be aware of the CFP Board's latest Code of Ethics and Standards of Conduct that took effect last year. The current guidelines for ethics and ...
adhere to a strict code of ethics and keep up with continuing education requirements. Not all CFP professionals are independent, and some sell securities and other financial products. But no ...
Applicants will be required to sign the CFP Board ethics declaration and commit to the CFP Board's Code of Ethics and Standards of Conduct. These are an expansion of the fiduciary standard ...
the CFP® Board also requires successful CFP® certificants to have financial planning-related work experience and adhere to their Code of Ethics and Professional Responsibility. The MBA and Certificate ...