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The Public And CFP Board That The Candidate Has Agreed To Provide Personal Financial Planning In The Client's Best Interest
CFP certification requires adherence to CFP Board's Code of Ethics and Professional Responsibility ("the Code") and Financial Planning Practice Standards, ("Practice Standards") and acknowledgement of CFP Board's right to enforce them through its Disciplinary Rules and Procedures (see Appendices B and C). Candidates agree to the terms and conditions of certification contained in CFP Board's Declaration and Agreement form. The candidate's signature indicates their consent to be bound by CFP Board's Code and Practice Standards, and CFP Board's right to enforce them through its Disciplinary Rules and Procedures. This demonstrates to the public and CFP Board that the candidate has agreed to provide personal financial planning in the client's best interest and to act in accordance with the highest ethical and professional standards for the practice of financial planning.
Before being authorized to use CFP Board's marks and each time a certificant renews their certification, he or she must disclose if they have ever been involved in any criminal, civil, self-regulatory organization or governmental agency inquiry, investigation or proceeding. The certificant must also acknowledge the right of CFP Board to enforce its Code and Practice Standards through periodic reviews in accordance with its Disciplinary Rules and Procedures. CFP Board believes the ethical component of it certification could indicate to Commission staff that CFP certificants maintain a heightened awareness of their fiduciary and ethical obligations towards clients and are individuals who are willing to submit themselves to voluntary s
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