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Proposed Changes to CFP Board’s Standards of Professional Conduct – Feedback Opportunity

Posted on June 28, 2017 by Katie Wallstein

As a fellow CFP® professional I take great interest in the work CFP Board is doing to protect the marks and ensure all bearing them are held to the highest possible standards. So, it is notable that CFP Board’s Commission on Standards has released their Draft Revised Standards of Professional Conduct of recommended changes to their practice standards a week ago.

I strongly encourage you, as a CFP® professional, to review the recommended changes as they will potentially impact you and the work you are doing as a financial planner.

To help provide you with an impactful voice on these changes, the FPA Member Advocacy Council (MAC), of which I serve as chair, is seeking your thoughts and opinions on these changes so FPA can best represent your interests to CFP Board. Our hope and goal is to gather all of this feedback and use it to formulate an official FPA position on the proposed changes to the practice standards that accurately reflects your sentiment as a CFP® professional.

To do this, we will be employing two feedback opportunities that we hope you will consider participating in.

  1. A conference call will be held on Thursday, July 6th at 4 pm ET with members of the MAC where you can hear an overview of what CFP Board is proposing in their Exposure Draft and you can share your thoughts with the MAC and fellow CFP® professionals. To register for this one-hour conference call, simply click HERE.
  2. A survey of CFP® professional FPA members will be shared with you on Friday, July 14th to collect quantitative data from you so we can gauge member sentiment on the proposed changes. An email will be sent that day with a link to the survey and additional information.

Besides these feedback opportunities you are encouraged to share any and all thoughts on the proposed changes with the MAC by sending a confidential email to FPAMAC@OneFPA.org.

With that, I hope you will join us for the conference call on Thursday, July 6th at 4 pm ET so we can begin to hear your thoughts on this important matter. Again, you can register by clicking HERE.

Sincerely,

Nick Nicolette, CFP®
Chair, FPA Member Advocacy Council (MAC)


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