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Amendments to the Standards of Professional Responsibility

Financial Planning Standards Council’s Standards Panel has approved amendments to the Standards of Professional Responsibility for CFP® Professionals and FPSC Level 1® Certificants in Financial Planning. The revised Standards of Professional Responsibility came into force on January 1, 2019.

The amendments serve to strengthen and enhance the Standards of Professional Responsibility to ensure currency and continued relevance in today’s financial planning environment. The Standards Panel approved the updated standards following a public consultation process, which resulted in numerous comments and helpful feedback from certificants, industry and other stakeholders, on the proposed amendments. The Standards Panel carefully considered the feedback and input received and released the finalized standards in December 2018.

A full copy of the revised Standards of Professional Responsibility is available here.