Does the IBCFP actively enforce the Code of Ethics?
One of the primary missions of the IBCFP is to protect the public by monitoring the business practices of CFP licensees. Planners who fail to comply with the IBCFP Code of Ethics are subject to investigation and may have the right to use the CFP or CERTlFlED FINANCIAL PLANNER marks suspended or revoked. In addition, those who are licensed to use the marks CFP and CERTIFIED FINANCIAL PLANNER must fulfill a continuing education requirement. Through continuing education, the planner keeps abreast of trends in the profession that may affect your financial future. How do I know if a financial planner is a CFP licensee? Ask to see the planner’s IBCFP current license. Or, contact the IBCFP at 1660 Lincoln Street, Suite 3050, Denver, Colorado 80264, (303) 830-7543. What else should I look for when selecting a financial planner? Here are a few suggestions to consider: * The financial planner you choose should be a current CFP licensee. Because the IBCFP is committed to maintaining the integrity
