What Can You Expect From Us
We have adopted the same Code of Ethics and Professional Responsibility as set out by both the Financial Planning Association, and the CFP Board. It is as follows:
Integrity
Provide professional services with integrity.
Objectivity
Provide professional services objectively.
Competence
Maintain the knowledge and skill necessary to provide professional services competently.
Fairness
Be fair and reasonable in all professional relationships. Disclose conflicts of interest
.
Confidentiality
Protect the confidentiality of all client information.
Professionalism
Act in a manner that demonstrates exemplary professional conduct.
Diligence
Provide professional services diligently.
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