The CFP® Board of Standards has a code of ethics that all CFP® professionals must adhere to, prove annually and keep current via testing and professional continuing education requirements.
The ethics code is the highest in the financial industry and very comprehensive. The challenges of managing money, giving financial advice, investing for the future and preserving wealth for clients is a serious business. It requires the highest ethics, the best education, the most professional experience and a culture of putting the needs of the client first. Being a CFP® in today’s world is the best way to achieve those goals. To learn more about CFP Professionals, visit LetsMakeAPlan.org.