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Code Of Ethics

Financial Planning Association Code of Ethics

All financial planning services will be delivered in accordance with the following standard of care:

Principle 1 Integrity
Provide professional services with integrity.

Principle 2 Objectivity
Provide professional services objectively

Principle 3 Competence
Maintain the knowledge and skill necessary to provide professional services competently.

Principle 4 Fairness
Be fair and reasonable in all professional relationships. Disclose conflicts of interest.

Principle 5 Confidentiality
Protect the confidentiality of all client information.

Principle 6 Professionalism
Act in a manner that demonstrates exemplary professional conduct.

Principle 7 Diligence
Provide professional services diligently.