CFP Board’s Crypto Guidelines Offer a Word of Caution
eMoney Advisor
DECEMBER 20, 2022
When it comes to CFP® professionals and cryptocurrency, the CFP Board’s Code of Ethics and Standards of Conduct dictates that CFPs® should treat crypto-related assets the same as any other form of financial asset. They may present unique custodial risks that expose investors to a heightened risk of theft or loss.
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