Ethics Task

CFP Board Adds Fiduciary Requirement

By James J. Green, AdvisorOne | July 1, 2007

The Board of the Certified Financial Planner Board of Standards adopted on May 24 a revised version of its code of ethics, adding new...
CFP Board Adds Fiduciary Requirement

By James J. Green, AdvisorOne | May 31, 2007

The Board of the Certified Financial Planner Board of Standards has adopted a revised version of its code of ethics, adding new language that requires all 54,000 CFPs to "at all times place the interest of the client ahead of his or her own."

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