Nov 12, 2021 · CFP Board presents these sample engagement letters to help CFP® professionals effectively communicate to clients the information required by the Code of Ethics and Standards of …

Nov 12, 2020 · The CFP Board has released two sample client engagement letters that are designed to help certificants comply with the board's new code of ethics.

This short, animated video educates the public about a CFP® professional’s commitment, as part of CFP® certification, to uphold the Code of Ethics and Standards of Conduct.

Obtain qualitative and quantitative information. Describe to the Client the qualitative and quantitative information concerning the Client’s personal and financial circumstances needed to fulfill the Scope …

This case study focuses on the Duty of Care, which requires a CFP® professional to act with the care, skill, prudence, and diligence that a prudent professional would exercise in light of the Client’s goals, …

Learn how CFP Board’s Code of Ethics and Standards of Conduct guide ethical, fiduciary, and professional behavior for all Certified Financial Planners.

CFP Board developed this Guide to the Practice Standards for the Financial Planning Process to illustrate how a CFP® professional might provide financial planning to a Client in accordance with the …

The study aims to provide an empirical evaluation of the benefits of financial planning and working with CFP® professionals compared to the services of professionals who do not hold CFP® certification …

5 days ago · Completing sample questions and a practice CFP® test can help you prepare to take and pass the CFP® exam so you can obtain certification.

Client engagement letters are a crucial tool for CFP® professionals, promoting transparency and clarity in financial planning relationships. CFP Board’s Sample Engagement Letters help ...