![]() ![]() When the CFP professional is not sufficiently competent in a particular area to provide the Professional Services required under the Engagement, the CFP professional must gain competence, obtain the assistance of a competent professional, limit or terminate the Engagement, andor refer the Client to a competent professional. Integrity demands honesty and candor, which may not be subordinated to personal gain or advantage.Īllowance may be made for innocent error and legitimate differences of opinion, but integrity cannot co-exist with deceit or subordination of principle. ![]() Conduct And Practices Handbook Course Cph Update To TheĬonduct And Practices Handbook Course Cph Professional Who DoesĪ CFP professional must comply with all objectives, policies, restrictions, and other terms of the Engagement and all reasonable and lawful directions of the Client.Conduct And Practices Handbook Course Cph Professional Who Does.
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