With the June 30, 2020 enforcement date just around the corner, all CFP® Professionals will soon be required to adhere to the new CFP Board Code of Ethics and Standards of Conduct. To help FPA members comply with 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. This much-needed resource includes various forms and templates, a model fiduciary engagement agreement, financial action plan, and more. Please join us via ZOOM on June 17th at 11:00 AM (ET) for a deep dive into the Toolkit.
If you have any questions or something needs clarification, please contact me.
Stay well,
Christine P. Brown Chapter Executive FPA® Suncoast 12157 W Linebaugh Ave PMB 312 Tampa, FL 33626-1732 (866) 730-4530 - Toll Free
Office Hours:Mon-Thurs: 9:00AM - 5:00PMFri: closedPhone: 480-483-9035Fax: 480-922-5283
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