Make the advisor and financial planner aware of their responsibility to
match investments with the client’s objective. Promote the professional ethics of the advisor and financial planner. ...
Showing 1 - 1 of 1 total records
CFP®, Certified Financial Planner® and the logo are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB).
Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All other ® are registered trademarks of FPSC, unless indicated.
Copyright © 2017 Financial Planning Standards Council. All rights reserved.