eMoney Advisor

DECEMBER 20, 2022

When it comes to CFP® professionals and cryptocurrency, the CFP Board’s Code of Ethics and Standards of Conduct dictates that CFPs® should treat crypto-related assets the same as any other form of financial asset. The Fiduciary Duty is exemplified by the Duty of Care, which applies to financial advice about all financial assets.

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Park Place Financial

SEPTEMBER 8, 2022

One of the best financial advisors available, CFPs earn board certification that represents their intensive training, commitment to observing ethical standards, and dedication to putting clients first. The program consists of a three-part examination that covers multiple topics, including accounting, money management, and ethics. .

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Sara Grillo

DECEMBER 22, 2023

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Check out this blog I wrote about all the BS financial advisor awards. Ethical actions Low cost advisors Flat fee advisors Advisors for small accounts Advice only planners Hourly planners I can’t say it enough – you have to do your own research.

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Sara Grillo

MAY 24, 2024

But before we get to the blog… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog.

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Walkner Condon Financial Advisors

APRIL 21, 2023

Additionally, CFP s must adhere to ethical and professional standards, including a fiduciary duty to act in the best interests of their clients. CFP s must also meet ongoing continuing education requirements to maintain their certification.

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International College of Financial Planning

AUGUST 31, 2023

Their fiduciary duty obliges them to always act in the best interests of their clients, minimizing potential conflicts of interest. This certification equips individuals with the necessary skills to guide clients effectively, upholding the standards and ethics of investment management.

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Sara Grillo

JUNE 12, 2023

For those of you who are new to my blog/podcast, my name is Sara. SARA GRILLO: So who is the best interest in upon the insurance agent selling the policy or the fiduciary financial advisor that’s helping the client by the policy. So ethically, I think it applies everywhere.

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