Fiduciary standard
Investment advisors and Financial Planners are held to the fiduciary standard are obligated to put their client’s interests above their own.
Investment advisors and Financial Planners are held to the fiduciary standard are obligated to put their client’s interests above their own.
CFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Individuals who become certified are required to complete continuing education.