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The CFP® Difference

CFP

For more than 30 years, the CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

Code of Ethics

  • Act with honesty, integrity, competence, and diligence.
  • Act in the client’s best interests.
  • Exercise due care.
  • 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.

Source: https://www.cfp.net/ethics/code-of-ethics-and-standards-of-conduct