Confidential Questionnaire

When we meet for our Get Acquainted Meeting, we’ll review the important information you provide via this Confidential Questionnaire.

Confidential-Questionnaire (Word Version) or Confidential-Questionnaire (pdf Version)

Principle 1 – Integrity
A CFP Board designee shall offer and provide professional services with integrity.

CFP Board designees may be placed by clients in positions of trust and confidence. The ultimate source of such public trust is the CFP Board designee’s personal integrity. In deciding what is right and just, a CFP Board designee should rely on his or her integrity as the appropriate touchstone. Integrity demands honesty and
candor which must not be subordinated to personal gain and advantage. Within the characteristic of integrity, allowance can be made for innocent error and legitimate difference of opinion; but integrity cannot co-exist with deceit or subordination of one’s principles.  Integrity requires a CFP Board designee to observe not only the letter but also the spirit of this Code of Ethics.