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 ...
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，还包括投资工具的使...
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...
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. ...
The CFP Board Code of Ethics and Standards of Conduct requires CFPs to adhere to a fiduciary duty, which says they must put each client’s financial interests above their own. This means that CFPs must make financial recommendations in their clients’ best interest, even if another course of ...
Under the CFP Board’s new Code of Ethics and Standards of Conduct, the CFP Board has imposed a “fiduciary at all times” obligation on CFP professionals.
There is probably two issues when it comes to consumers. One is really may be lack of awareness of what financial planning is and the value of financial planning. So what a lot of financial planning standards board and the network of CFP certification bodies including FPSB China do is ...
CFA charterholders are also obligated to adhere to a strict Code of Ethics and Standards governing their professional conductThe Certified Financial Planner (CFP) designation is a certification mark for financial planners conferred by the Certified Financial Planner Board of Standards in the United ...
CFP Board’s Code of Ethics and standards of Conduct Financial services requirements and regulations 2. General Principles of Financial Planning (15%) The questions in this domain cover the following topics: Economic concepts Cash flow management Income tax strategies Financial planning process Time val...
There is probably two issues when it comes to consumers. One is really may be lack of awareness of what financial planning is and the value of financial planning. So what a lot of financial planning standards board and the network of CFP certification bodies including FPSB China do is communi...