medium · Certified Financial Planner Retirement

Under the 2026 Standards of Conduct, if a CFP professional is charged with a felony, within what timeframe must they notify the CFP Board?

  1. Within thirty calendar days of the charge.
  2. Within thirty days of a conviction only.
  3. Within ninety days of the incident.
  4. Only if the felony relates to the provision of financial services.

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