Certificant Connections

Welcome to CFP Board Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. CFP Board is the professional standard-setting body for more than 83,000 CFP® professionals nationwide! In each episode, CFP Board discusses the latest in the financial planning profession, takes a deep dive into a key topic, and answers your questions about financial planning.   Today’s episode features guest Leo Rydzewski, General Counsel of CFP Board. Leo joins in to talk about the new Code of Ethics and Standards of Conduct which becomes effective on October 1st, 2019.   Key Takeaways [:20] Dan Drummond welcomes Leo Rydzewski General Counsel of CFP Board to the Certificant Connections podcast. [1:00] Leo delves into the latest initiatives for outreach surrounding the Code and Standards, namely the numerous nationwide public forums. [2:50] What the Standards Resource Commission is, what it does, and why it is useful. [4:57] Leo explains what the Roadmap to the Code and Standards is, the fi