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​​ Planner Search > Standard of Care Policy​

 

Whereas the public expects to experience a high level of confidence, trust and clarity in relationships with professionals trained in the distinct process and discipline of financial planning, it is essential that they seek out professional care, quality and excellence in the services they receive.

All financial planning services are successful when delivered in accordance with the following standard of care:

  • Put the client's best interests first.
  • Act with due care and in utmost good faith.
  • Do not mislead clients.
  • Provide full and fair disclosure of all material facts.
  • Disclose and fairly manage all material conflicts of interest.​

Questions about changes to the FPA Standard of Care Policy? Read the FAQ here​.