New Code of Ethics and Standards of Conduct

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New Code of Ethics and Standards of Conduct

CFP Board’s new Code of Ethics and Standards of Conduct (“Code and Standards”), which sets forth the ethical standards for CFP® professionals, replaces CFP Board’s current Code of Ethics, Rules of Conduct, Financial Planning Practice Standards and Terminology, effective October 1, 2019. 

The new Code and Standards includes a range of important changes, including expanding the application of the fiduciary standard that requires CFP®professionals to act in the best interest of the client at all times when providing financial advice. Through the new Code and Standards, CFP Board is advancing the role and value of the financial planning profession with a broader fiduciary standard that elevates public trust in CFP® professionals.

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