A CFP® Tool That Makes The Fiduciary Rule No Problem Hot

dgoldsteindgoldstein  
 
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The ethics course that CFPs® must take every two years is a great way for professional financial planners to demonstrate their understanding and adherence to the core fiduciary responsibilities that we have to our clients.

According to the CFP Board, “The fiduciary standard of care requires that a financial adviser act solely in the client’s best interest when offering personalized financial advice.”

In the ethics course that I teach on Advisors4Advisors site (two hours of CFP Board CE credit), I focus on the six principles to which CFP® practitioners must adhere. When clients and prospective clients see that we don’t just pay lip service to the question of fiduciary responsibility, they understand the value of the CFP® approach and CFP® mark. The ethics course covers:
 

•    Principle 1 – Integrity
•    Principle 2 – Objectivity
•    Principle 3 – Competence
•    Principle 4 – Fairness
•    Principle 5 – Confidentiality
•    Principle 6 – Professionalism

If you follow these fundamental values in your practice, you demonstrate how can truly act in the capacity of a fiduciary for your clients.

Make sure to take the course, get your credit  -- A4A takes care of registering it for you with the CFP Board -- and let your clients know what you’re doing for them that others are not.
 

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We're the right news and professional education solution for you if you’re a fiduciary who:

 

--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

--  likes Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

--  relies on economic fundamentals

--  broadly diversifies a core of client portfolios in low-expense funds

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  wants thought leadership when bad news breaks 

 

A4A courses, accredited by the CFP Board, IWI, and NASBA, power a special brand of independent financial advice. We also leverage the Web to benefit consumers as well as fiduciaries enrolled in our classes.

 

 

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