A CERTIFIED FINANCIAL PLANNER® professional should always:
- Act with honesty, integrity and competence.
- Strive to act in the best interests of their clients.
- Exercise due care, skill, prudence and diligence.
- Avoid or disclose and manage conflicts of interest.
- Maintain the confidentiality and protect the privacy of client information.
- Act in a manner that reflects positively on the financial planning profession and CFP® certification.
CFP Code of Ethics and Standards of Conduct
