The Fiduciary Obligation
Learn more about the Fiduciary Obligation of the new Code and StandardsWatch the Next Video
The cornerstone of CFP Board’s Code of Ethics and Standards of Conduct (“Code and Standards”) is the fiduciary obligation. This video explores the obligations that make up a CFP® professional's fiduciary duty.
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This compliance resource is part of a full library of resources that CFP® professionals can use to comply with the Code and Standards. More guidance materials can be found in our Compliance Resources Library.