easy · Certified Financial Planner Tax Planning
A CFP certificant receives a felony charge related to a personal matter.
According to the Standards of Conduct, what is the reporting requirement to the CFP Board?
- Notify the CFP Board in writing within 30 calendar days of the charge
- Notify the CFP Board only if and when a conviction is reached
- Report the incident during the next annual certification renewal
- No reporting is required if the matter is unrelated to financial services
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