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Under the Board's Code of Ethics and Standards of Conduct, financial planning professionals must: Act with honesty, integrity, competence and diligence Act in the client's best interests
CFP Board Center for Financial Planning's mission is to advance competent and ethical financial planning and expand CFP professional diversity for the benefit of the public. [9] CFP Board Center for Financial Planning develops and implements programs and initiatives in three priority areas: [10]
Their responsibility is to be on your side and act in a way that benefits you, not them or their employer. Duty of disclosure: No one likes it when someone keeps important information a secret ...
Professional responsibility is a set of duties within the concept of professional ethics for those who exercise a unique set of knowledge and skill as professionals. [ 1 ] Professional responsibility applies to those professionals making judgments, applying their unique skills , and reaching informed decisions for, or on behalf, of others, as ...
The Certified Treasury Professional (CTP) is a certification awarded by the Association for Financial Professionals (AFP) of Bethesda, Maryland to individuals who meet eligibility criteria and demonstrate current competency standards measured through the CTP examination. More than 30,000 individuals have earned the credential.
A financial plan goes beyond budgeting for regular expenses. It's the process of managing short- and long-term finances. Taking good financial planning steps now can mean the difference between...
A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning.
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