I will strive to do no harm, placing client interests above my own, giving them
the same level of service I would give to myself in similar circumstances.
I will diversify my continuing education to cover a broad and integrative
spectrum of financial planning topics to include risk management (i.e.
insurance), investments, taxation, retirement plans, employee benefits, and
estate planning, of not less than 15 credit hours annually, or 30 hours every
two years (retirees exempted).
I will adhere to the laws, regulations, licenses, and ethics that are applicable
to me in the services I render.
I will disclose the method of my compensation prior to entering into a formal
agreement.
All CCFP/CPFP are subject to the CCFP/CPFP Designation Usage Requirements &
Advertising Guidelines. All Members are also subject to these requirements plus
the added standards of IFFSA Membership.
hongjingeduCCFP/CPFP – Code of Ethics & Professional Conduct
