![]() ![]() ![]() The CFP professional shall describe to the Client any requested Professional Services that the CFP professional will not be providing. When the CFP professional is not sufficiently competent in a particular area to provide the Professional Services required under the Engagement, the CFP professional must gain competence, obtain the assistance of a competent professional, limit or terminate the Engagement, andor refer the Client to a competent professional. Integrity demands honesty and candor, which may not be subordinated to personal gain or advantage.Īllowance may be made for innocent error and legitimate differences of opinion, but integrity cannot co-exist with deceit or subordination of principle. Violations of the Code and Standards may subject a CFP professional to discipline.Ī CFP professional must comply with all objectives, policies, restrictions, and other terms of the Engagement and all reasonable and lawful directions of the Client. ![]() Conduct And Practices Handbook Course Cph Update To TheĬompliance with the Code and Standards is a requirement of CFP certification that is critical to the integrity of the CFP marks.Conduct And Practices Handbook Course Cph Professional Who Does. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |