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CFP®: The Standard of Excellence

CFP® professionals are obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in the Code of EthicsLearn More

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FPA Standard of Care

Put client's best interests first; Act with due care and in utmost good 
faith; Not mislead clients; Provide full and fair disclosure of all
 material facts. Learn More