In a letter to the Certified Financial Planner Board of Standards, CFA expressed enthusiastic support for the CFP Board’s Proposed Revisions to its Code of Ethics and Standards of Conduct. These proposed revisions would provide enhanced protections for investors who turn to CFP professionals for financial advice, ensuring that investors receive advice that is in their best interest at all times during the relationship. In addition, these proposed revisions would provide a model for what advice standards should look like throughout the financial industry, regardless of business model or compensation structure.

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