By adhering to ethical standards, financial planning professionals agree to provide financial planning in the interests of clients and with the highest ethical and professional standards, and agree to uphold and promote the interests of the financial planning profession for the benefit of society. As part of their professional commitment, financial planning professionals should provide appropriate disclosures and agree to be bound by ethical standards when delivering financial planning to clients.

FPSB has incorporated ethical behavior and judgment, and compliance with ethical standards, into the global standards for CFP certification. To ensure these ethical obligations are understood, FPSB Members incorporate content on ethical standards, and their application, into territory-specific CFP certification standards. FPSB Members further adapt and enforce FPSB’s ethical standards in their respective territories.

FPSB expects that clients of financial planning professionals will benefit from a globally accepted set of ethical standards for financial planning professionals.

For more on FPSB's eight Ethical Principles, click here.


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