Letters

Proposed Revisions to CFP Board’s Standards of Professional Conduct

Summary

SIFMA comments on the Certified Financial Planner Board of Standards, Inc. (CFP Board) Proposed Revisions to its Standards of Professional Conduct. SIFMA shares the CFP Board’s interest in maintaining high conduct standards for our profession and ensuring that all financial advisors – regardless of whether they hold the CFP designation – act in the best interest of their customers.

PDF

Submitted To

CFP Board of Standards, Inc.

Submitted By

SIFMA

Committee

Private Client Legal Committee

Date

21

August

2017