The CFP Board’s Code of Ethics and Standards of Conduct reflects the commitment that all CFP professionals make to high standards of competency and ethics. The Code of Ethics always applies and sets forth principles that guide the behavior of CFP professionals. Topics covered include: Code of ...
RCA:美国注册特许分析师,是全球首个集合管理、财务、金融、商业、经济跨多领域的分析师团体,总部设在美国,RCA为制定高标准的专业道德准则(Code of Ethics)、教育(Education)被众多国家和地区的企业所认可和采用,因此被美誉为"财商金护照"、"企业最需要的管理者"。公会在全球首创使用并颁发"RCA注册特许分析师"和"FR...
Reports that the Certified Financial Planner (CFP) Board of Standards has decided to extend the comment period on its proposed changes to its Code of Ethics and Professional Responsibility. Deadline set for the comme...
RCA：美国注册特许分析师，是全球首个集合管理、财务、金融、商业、经济跨多领域的分析师团体，总部设在美国，RCA为制定高标准的专业道德准则（Code of Ethics）、教育（Education）被众多国家和地区的企业所认可和采用，因此被美誉为"财商金护照"、"企业最需要的管理者"。公会在全球首创使用并颁发"RCA注...
we want to make sure that consumers have the ability to work with somebody who not only is competent, but it was agreed to abide by a code of ethics and will work in the client's interest. And that's why the code of ethics is such a critically important aspect of the certified finan...
CFA考试内容分为三个不同级别，分别是Level I、Level II和Level III。 考试在全球各个地点统一举行，每个考生必须依次完成三个不同级别的考试。每年每人只能报考一个等级。只有通过全部三个级别的考试，且有4年金融从业经历者才能最终获得资格证书。CFA 三级考试课程着重于投资组合管理，还包括投资工具的...
CFP® professionals commit to follow a code of ethics and standards set and enforced by Certified Financial Planner Board of Standards, Inc. (CFP Board). They can receive sanctions for not abiding by them, and even risk losing their certification. ...
we want to make sure that consumers have the ability to work with somebody who not only is competent, but it was agreed to abide by a code of ethics and will work in the client's interest. And that's why the code of ethics is such a critically important aspect of the certified finan...
When seeking objective, expert and trusted financial planning advice, consumers can look to the CFP certification marks – CERTIFIED FINANCIAL PLANNER professionals have agreed to adhere to a rigorous Code of Ethics and Professional Responsibility that requires them to place clients’ interests ahead of...
4: Adhere to the Code of Ethics and Professional Responsibility and Pass A Background CheckAfter you have met the education, examination, and work experience requirements, you must disclose past or pending litigation or agency proceedings and agree to abide by CFP Board's Code of Ethics and ...