In October 2019, the Certified Financial Planner Board of Standards released the most recent update to its ethical standards. The organization gave CFP members until June 30, 2020, to align their practices with these new recommendations before enforcing them in earnest. That long grace period has come to an end, and financial planners now face repercussions if they fail to comply with CFP Board guidelines.

In this guide, we'll cover:

  • The new standards and what changes will have the biggest impact on advisory firms
  • How the CFP Board will enforce these standards
  • How technology can help financial planners follow the new  guidelines

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