code of ethics
Pensinger Financial, Inc. and its employees have adopted the CFP Board's Code of Ethics.
The CFP Boards's Code of Ethics reflects the commitment that all CFP® professionals make to high standards of competency and ethics.
The below information is taken verbatim from The CFP Board's website at letsmakeaplan.org.
The CFP Boards's Code of Ethics reflects the commitment that all CFP® professionals make to high standards of competency and ethics.
The below information is taken verbatim from The CFP Board's website at letsmakeaplan.org.
A CERTIFIED FINANCIAL PLANNER™ professional must:
- 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
- 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
visit CFP.net/code for initial resources and faqs
- The new Code and Standards,
- A Commentary document,
- A side-by-side comparison with the old Standards of Professional Conduct,
- Short video overviews,
- Information on Public Forums to discuss the new Code and Standards.
Additional refernce and guidance materials will be added as they become available.
- A Commentary document,
- A side-by-side comparison with the old Standards of Professional Conduct,
- Short video overviews,
- Information on Public Forums to discuss the new Code and Standards.
Additional refernce and guidance materials will be added as they become available.
CONTACT
Lemont, Illinois 60439 630-754-7580 Phone 630-590-9392 Fax |