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Case Study Video: Fiduciary Duty When Providing General Financial Educational Materials Concerning Retirement Planning
CFP Board provides short animated videos based on select Case Studies that apply the new Code and Standards to hypothetical factual circumstances.
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This video addressed if, under the Code of Ethics and Standards of Conduct, a CFP® professional has a fiduciary duty when providing general financial educational materials concerning education planning.
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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.