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Code of Ethics

CFP Board’s Code of Ethics and Standards of Conduct reflects the commitment that all CFP® professionals make to high standards of competency and ethics. CFP Board’s Code and Standards benefits and protects the public, provides standards for delivering financial planning, and advances financial planning as a distinct and valuable profession.

 All financial planning services will be delivered in accordance with the following code of ethics.

  

A CFP® professional must:

1

Act with honesty, integrity, competence, and diligence.

  2

Act in the client’s best interests.

  3

Exercise due care.

  4

Avoid or disclose and manage conflicts of interest.

  5

Maintain the confidentiality and protect the privacy of client information.

  6

Act in a manner that reflects positively on the financial planning profession

and CFP® certification.