Certified Financial Planner Board of Standards

Code of Ethics & Professional Responsibility

1.  Integrity: A CFP certificant shall provide professional services with integrity.
 
2. Objectivity: A CFP certificant shall provide professional services objectively.
 
3. Competence: A CFP certificant shall maintain the knowledge and skill to provide professional services competently.
 
4.  Fairness: A CFP certificant shall be fair and reasonable in all professional relationships. The CFP certificant shall disclose conflicts of interest.
5.  Confidentiality: A CFP certificant shall protect the confidentiality of all client information.

6.  Professionalism: A CFP shall act in a manner that demonstrates exemplary professional conduct.

7.  Diligence: A CFP certificant shall provide professional services diligently. 

The CFP certificants of Three Bearings Fiduciary Advisors, subscribe to the Code of Ethics and Professional Responsibility stipulated by the Certified Financial Planner Board of Standards.

 Email your questions to info@threebearings.com