Certified Financial Planners must pass the comprehensive CFP® Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards. The guiding principles are: integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.

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(615) 905-4800