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FPA Code of Ethics

All financial planning services will be delivered in accordance with the following standard of care:


Principle 1 – Integrity

Provide professional services with integrity.

Principle 2 – Objectivity

Provide professional services objectively.

Principle 3 – Competence

Maintain the knowledge and skill necessary to provide professional services competently.

Principle 4 – Fairness

Be fair and reasonable in all professional relationships. Disclose conflicts of interest.

Principle 5 – Confidentiality

Protect the confidentiality of all client information.

Principle 6 – Professionalism

Act in the manner that demonstrates exemplary professional conduct.

Principle 7 – Diligence

Provide professional services diligently.


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