FPWMP Practice Questions - CFI Financial Planning & Wealth Management Professional Exam

Which statement best reflects the CFI Code of Ethics for FPWMP candidates and members?

Members may use confidential client information for personal benefit if no client harm results Members must act with integrity, objectivity, professional competence, confidentiality, and professional behavior Members may guarantee specific investment returns to attract HNW clients Members are exempt from disclosing material conflicts of interest if they are an RIA

Correct Answer:

Members must act with integrity, objectivity, professional competence, confidentiality, and professional behavior

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