The Certified Financial Planner Board of Standards’ board said Tuesday that it has approved amendments to its rules to permanently allow in-person hearings to be conducted by video conference.
The amendments became effective May 22.
The Disciplinary Rules and Procedures and Appeal Rules and Procedures previously permitted hearings to be conducted by phone or in person.
“Given the social distancing and other health and safety guidelines issued for the COVID-19 pandemic, it is not feasible to conduct in-person hearings with all participants in one location,” according to the CFP Board.
Kevin Keller, CFP Board’s CEO, said in a statement that the amendments “reflect the concerns of CFP Board and its Board of Directors for the well-being of our Disciplinary and Ethics Commission members, employees, appellants, and other stakeholders, and reflect the benefits of today’s efficient technology.”