The newly adopted CFP Board Code of Ethics and Standards of Conduct has been a work-in-progress that started in 1969. Anyone in the financial services field, not just CFP professionals, would be well served to build their practices around the standards outlined in this concise and well-crafted 28-page document. Doing so will be taking advantage of a half-century’s worth of hard work and wisdom from dedicated and passionate financial planners who have helped build a profession.
Author:
James Pasztor, MSF, MPAS, CFP, is the vice president of Academic Affairs and a professor with the College for Financial Planning.
