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


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