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The Fiduciary Obligation
Learn more about the Fiduciary Obligation of the new Code and Standards
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The cornerstone of CFP Board’s Code of Ethics and Standards of Conduct (“Code and Standards”) is the fiduciary obligation. This video explores the obligations that make up a CFP® professional's fiduciary duty.
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This compliance resource is part of a full library of resources that CFP® professionals can use to comply with the Code and Standards. More guidance materials can be found in our Compliance Resources Library.