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Why we believe you should only work with a CERTIFIED FINANCIAL PLANNER™ professional:
When you choose a financial advisor, you’re looking for a partner to help you achieve your goals. CERTIFIED FINANCIAL PLANNER™ professionals understand the responsibility of being entrusted with your future, so they choose to commit to a high standard of behavior. To become certified, in addition to meeting education, examination and experience requirements, candidates must make a commitment to the CFP Board to abide by standards set forth in the CFP Board’s Code of Ethics and Standards of Conduct. The Code of Ethics lists the principles that guide a CFP® professional’s behavior. The Standards of Conduct elaborate on several “duties” that a CFP® professional must fulfill as part of their certification. The cornerstone of the Code and Standards is a CFP® professional’s duty to act as a fiduciary.
THE CODE OF ETHICS
THE FIDUCIARY DUTY
As part of their certification, a CFP® professional commits to the CFP Board’s Fiduciary Duty. A CFP® professional commits to the CFP Board that they will act as a fiduciary, and therefore, act in their client’s best interests, at all times when providing financial advice to a client. That means your CFP® professional has made a commitment to: