Are you in compliance with the new CFP® standards?

All CERTIFIED FINANCIAL PLANNER™ professionals will be required to adhere to the new CFP Board Code of Ethics and Standards of Conduct when enforcement begins on June 30, 2020. To help FPA members meet the terms of these new standards, the FPA Member Advocacy Council (MAC), in partnership with Rochelle Truzzi from Hardin Compliance Consulting, created the FPA Compliance Toolkit for the New CFP® Standards that includes a model fiduciary engagement agreement, financial action plan, and more. FPA would like to acknowledge Paul Brahim, CFP® for his diligence and efforts in making this much-needed resource available to our members.

This toolkit was designed exclusively for FPA members who are now required to meet these new requirements outlined by CFP Board. And learn more about Hardin Compliance Consulting today at

All files below are housed on DropBox. If you have any issues accessing the documents, please contact Ben Lewis at

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