With a broker-dealer change, when must a CFP professional inform the CFP Board of a change in address?

With a broker-dealer change, when must a CFP professional inform the CFP Board of a change in address?

• A. Yes, within 45 days
• B. No
• C. Yes, at annual renewal
• D. Yes, only if internet address changed

Answer: (A)

Keeping contact information current with the CFP Board is essential so the Board can reach you for renewal notices, regulatory updates, and any disciplinary communications. When a CFP professional experiences a broker-dealer change, the address they report must be updated within 45 days of the change. This ensures notices don’t get lost and your records stay accurate. Waiting until renewal or only updating certain addresses would risk missing time-sensitive information, so the 45-day window applies to any change of address, including those associated with a broker-dealer change.

Keeping contact information current with the CFP Board is essential so the Board can reach you for renewal notices, regulatory updates, and any disciplinary communications. When a CFP professional experiences a broker-dealer change, the address they report must be updated within 45 days of the change. This ensures notices don’t get lost and your records stay accurate. Waiting until renewal or only updating certain addresses would risk missing time-sensitive information, so the 45-day window applies to any change of address, including those associated with a broker-dealer change.