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. Risks Associated with Crypto. Crypto in the News. Proceed with Knowledge.

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CFP Fiduciary Duty Financial Advice Financial Advisor 62

WiserAdvisor

NOVEMBER 21, 2022

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. In addition to knowledge and experience, another noteworthy benefit a CFP brings to the table is that of being a trusted fiduciary.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

International College of Financial Planning

AUGUST 31, 2023

This strategy aligns with your financial goals, risk tolerance, and timeline, ultimately leading to a more stable and profitable investment journey. Their fiduciary duty obliges them to always act in the best interests of their clients, minimizing potential conflicts of interest.

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Portfolio Certified Financial Planner Investing Investments 52

Sara Grillo

JUNE 12, 2023

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. SARA GRILLO: I’m freaking believable.

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Insurance Clients Financial Advisor Math 59