WASHINGTON -- The CFP Board prides itself as the issuer of a leading credential for financial planners, and that means that certificants are expected to adhere to a rigorous set of professional standards.
Under the group's guidelines, certified financial planners are required to offer clients disclosures about cost structures and conflicts that could materially impact the advice they offer, as well as a relatively new obligation to act in their clients' best interests, just as other advisors must under the regulations of the SEC or FINRA.
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