WASHINGTON–(BUSINESS WIRE)–Mar 31, 2026–
CFP Board is requesting public comment on proposed changes to its Fitness Standards, Procedural Rules and Sanction Guidelines. This proposal improves CFP Board’s existing process for evaluating the ethical fitness of CFP ® certificants and candidates for CFP ® certification.
kAmpD A2CE @7 E96 C6G:D:@? AC@46DD[ ru! q@2C5 24E:G6=J D66 G2C:@FD DE2<69@=56CD[ :?4=F5:?8 AC24E:E:@?6CD[ 42?5:52E6D[ 7:C>D[ >6>36CD9:A @C82?:K2E:@?D 2?5 E96 AF3=:4] %96 5625=:?6 E@ k2 9C67lQ9EEADi^^4ED]3FD:?6DDH:C6]4@>^4E^r%n:5lD>2CE=:?AjFC=l9EEADTbpTauTauDFCG6J]2=496>6C]4@>TauDbTaugfabh`dTauru!\q@2C5\!C@465FC2=\#F=6D\!F3=:4\r@>>6?E\$AC:?8\a_aeU2>Aj6D966EldccfcbgdU2>Aj?6HD:E6>:5la_ae_bb`aafac`U2>Aj=2?l6?\&$U2>Aj2?49@ClDF3>:EZ4@>>6?EDU2>Aj:?56IlcU2>Aj>5dl_dee2h632h`a_cb424_fe_ga5`44e_deQ C6=lQ?@7@==@HQ D92A6lQC64EQmDF3>:E 4@>>6?EDk^2m 😀 %9FCD52J[ pAC:= b_[ a_ae]k^Am
kAm“%96 :?E68C:EJ @7 ru! ® 46CE:7:42E:@? 😀 E96 7@F?52E:@? @7 ru! q@2C5’D >:DD:@?[ 2?5 :E 56A6?5D @? 72:C 2?5 EC2?DA2C6?E DE2?52C5D 7@C 42?5:52E6D 2?5 ru! ® AC@76DD:@?2=D[” D2:5 k2 9C67lQ9EEADi^^4ED]3FD:?6DDH:C6]4@>^4E^r%n:5lD>2CE=:?AjFC=l9EEADTbpTauTauHHH]47A]?6ETau23@FE\47A\3@2C5Tau=6256CD9:A\2?5\DE277Tau<\52?6\D?@H56?U2>Aj6D966EldccfcbgdU2>Aj?6HD:E6>:5la_ae_bb`aafac`U2>Aj=2?l6?\&$U2>Aj2?49@Clrt~Zz]Zs2?6Z$?@H56?]U2>Aj:?56IldU2>Aj>5dl2_6faf2gcb7ch7`27_6_aec`433a3bfeQ C6=lQ?@7@==@HQ D92A6lQC64EQmrt~ z] s2?6 $?@H56?]k^2m “(6 :?G:E6 DE2<69@=56CD E@ D92C6 E96:C A6CDA64E:G6D 2D H6 H@C< E@ D2768F2C5 4@?DF>6CD 2?5 >2:?E2:? 2 ECFDE65[ 4=62C A2E9 E@ 62C?:?8 2?5 DFDE2:?:?8 ru! ® 46CE:7:42E:@?]”k^Am
kAmk6>m!C@A@D65 r92?86D E@ E96 k6>mu:E?6DD $E2?52C5Dk^6>mk^6>mk^Am
kAmru! q@2C5 AC@A@D6D E@ >@5:7J E96 k6>mu:E?6DD $E2?52C5Dk^6>m D@ E92E 2 42?5:52E6 H:E9 2 46CE2:? <:?5 @7 >:D56>62?@C 4@?G:4E:@? >FDE 7:=6 2 u:E?6DD !6E:E:@? @?=J H96? ru! q@2C5’D t?7@C46>6?E r@F?D6= WE96 2EE@C?6J H9@ :?G6DE:82E6D A@E6?E:2= >:D4@?5F4EX D66 @7 2 !F3=:4 }@E:46[ H9:49 H@F=5 2=6CE E96 AF3=:4 E@ E96 42?5:52E6’D A2DE >:D4@?5F4E[ @C 2 E6>A@C2CJ @C A6C>2?6?E 32C AC@9:3:E:?8 E96 42?5:52E6 7C@> 2AA=J:?8 7@C ru! ® 46CE:7:42E:@?] x? 4@?5F4E:?8 E92E 6G2=F2E:@?[ t?7@C46>6?E r@F?D6= H@F=5 C6=J @? AC@76DD:@?2= ;F58>6?E[ E96 C6=6G2?E k6>m$2?4E:@? vF:56=:?6Dk^6>m W:?4=F5:?8 >:E:82E:?8 2?5 288C2G2E:?8 724E@CDX[ 2?5 AC:@C s:D4:A=:?2CJ 2?5 tE9:4D r@>>:DD:@? WstrX 564:D:@?D] W%96 str 😀 E96 A66C C6G:6H 3@5J E92E >2<6D 6E9:4D 56E6C>:?2E:@?D]Xk^Am
kAmp u:E?6DD !6E:E:@? :?G@=G6D 2 >@C6 7@C>2= AC@46DD 😕 H9:49 E96 str 4@?5F4ED 2 962C:?8 2?5 :DDF6D 2 HC:EE6? 564:D:@?[ 2?5 2 G2DE >2;@C:EJ @7 42?5:52E6D H:E9 E96D6 >:D56>62?@C 4@?G:4E:@?D H9@ 7:=65 2 !6E:E:@? H6C6 8C2?E65 46CE:7:42E:@? H:E9 2 AC:G2E6 42FE:@?] ~7E6?[ 4@?5F4E C6BF:C:?8 2 42?5:52E6 E@ 7:=6 2 !6E:E:@? 7@C u:E?6DD WDF49 2D >:D3692G:@C 5FC:?8 4@==686X @44FCC65 >2?J J62CD 28@ @C :?G@=G6D 2? 6A:D@56 @7 J@FE97F= :?5:D4C6E:@? F?=:<6=J E@ 92G6 2 >2E6C:2= 362C:?8 @? E96:C 4FCC6?E 6E9:42= 7:E?6DD] (:E9 E9:D 492?86[ E96 str[ E96 str’D =682= 4@F?D6= 2?5 t?7@C46>6?E r@F?D6= H@F=5 ?@E ?665 E@ 25;F5:42E6 u:E?6DD !6E:E:@?D H96C6 E96 @FE4@>6 H@F=5 36 2 AC:G2E6 42FE:@?[ =@H6C:?8 E96 G@=F>6 @7 u:E?6DD !6E:E:@?D E@ 2 >2?28623=6 =6G6= 2?5 6?23=:?8 E96 str E@ 7@4FD @? >2EE6CD E92E :?G@=G6 >@C6 68C68:@FD 4@?5F4E]k^Am
kAmru! q@2C5 2=D@ H@F=5 25@AE 2 ?6H D64E:@? “s” 😕 E96 k6>mu:E?6DD $E2?52C5Dk^6>m E92E 4@?D@=:52E6D 2== 42E68@C:6D @7 4@?5F4E H96C6 2 42?5:52E6 >2J 36 5:C64E65 E@ 7:=6 2 u:E?6DD !6E:E:@?[ 56A6?5:?8 @? t?7@C46>6?E r@F?D6=’D 6G2=F2E:@?] $64E:@? “r” H@F=5 4@?E:?F6 E@ :56?E:7J E9@D6 42E68@C:6D @7 4@?5F4E H96C6 2 42?5:52E6 >FDE 7:=6 2 u:E?6DD !6E:E:@?]k^Am
kAmk2 9C67lQ9EEADi^^4ED]3FD:?6DDH:C6]4@>^4E^r%n:5lD>2CE=:?AjFC=l9EEADTbpTauTauHHH]47A]?6ETau\Tau>65:2Tau7:=6DTau47A\3@2C5TauDE2?52C5D\2?5\6E9:4DTaua_ae\AC@A@D65\C6G:D:@?DTaua_ac\C6G:D65\7:E?6DD\DE2?52C5D]A57U2>Aj6D966EldccfcbgdU2>Aj?6HD:E6>:5la_ae_bb`aafac`U2>Aj=2?l6?\&$U2>Aj2?49@Cl#6G:6HZ2ZC65=:?65Z4@AJZ@7ZE96ZAC@A@D65Z492?86DZE@ZE96Zu:E?6DDZ$E2?52C5DZTae8ETbqU2>Aj:?56IleU2>Aj>5dl53b37cc4cd374e5h_2b`e3fd`3d7ba`fQ C6=lQ?@7@==@HQ D92A6lQC64EQm#6G:6H 2 C65=:?65 4@AJ @7 E96 AC@A@D65 492?86D E@ E96 k6>mu:E?6DD $E2?52C5Dk^6>m U8Ejk^2mk^Am
kAmk6>m!C@A@D65 r92?86D E@ k6>m!C@465FC2= #F=6Dk^6>mk^6>mk^Am
kAmru! q@2C5 AC@A@D6D E@ >@5:7J E96 k6>m!C@465FC2= #F=6Dk^6>m D@ E92E H96? 2 42?5:52E6 92D 2 “#6=6G2?E |:D56>62?@C” W2 567:?65 E6C>X 2?5 3@E9 E96 42?5:52E6 2?5 t?7@C46>6?E r@F?D6= 28C66 E92E ru! q@2C5 D9@F=5 8C2?E E96 42?5:52E6’D u:E?6DD !6E:E:@? H:E9 2 !F3=:4 }@E:46[ t?7@C46>6?E r@F?D6= H@F=5 92G6 E96 5:D4C6E:@? E@ 7:=6 2 ;@:?E >@E:@? 7@C 2? @C56C 8C2?E:?8 E96 !6E:E:@? H:E9 2 !F3=:4 }@E:46] x? E92E 4:C4F>DE2?46[ str r@F?D6= H@F=5 8C2?E E96 >@E:@? 2?5 E96 str H@F=5 ?@E 962C E96 u:E?6DD !6E:E:@?] %9:D =2?8F286 3F:=5D FA@? E96 2AAC@249 E92E ru! q@2C5 25@AE65 =2DE J62C E@ :>AC@G6 E96 AC@46DD 7@C C6D@=G:?8 !6E:E:@?D E92E :?G@=G6 D:?8=6 32?<6d/>
“”’‑‑
®’®’®®®
&
®®–
&
’
&&
&
&’®——®&’
&&
&&
&qi
