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CFPs Are Fiduciaries Even When They Sell Annuities CFP Board Says

By Tracey Longo November 14, 2023 Financial Advisor

CFP Board published a detailed guide comparing its Code of Ethics and Standards of Conduct to the National Association of Insurance Commissioners (NAIC) Model Regulation. The guide emphasizes that CFP® professionals make a commitment to CFP Board to act as a fiduciary at all times when providing financial advice.

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Financial Advisor
Tracey Longo
November 14, 2023