CFP Board’s Code of Ethics reflects the commitment that all CFP® professionals make to high standards of competency and ethics.

Act with honesty, integrity, competence, and diligence.


Act in the client’s best interest.


Exercise due care.


Avoid or disclose and manage conflicts of interest.


Maintain the confidentiality and protect the privacy of client information.


Act in a manner that reflects positively on the financial planning profession and CFP certification.