FPSB Articles

FPSB has created a library of ethics principles and practice standards articles based on FPSB’s Code of Ethics and Professional Responsibility and FPSB’s Financial Planning Practice Standards.

Download the articles below for free for use as educational/promotional tools or as a reference.

Ethics Principles

• Principle 1 - Client First

• Principle 2 - Integrity

• Principle 3 - Objectivity

• Principle 4 - Fairness

• Principle 5 - Professionalism

• Principle 6 - Competence

• Principle 7 - Confidentiality

• Principle 8 - Diligence

Practice Standards

• Practice Standard 1 - Client Relationship

• Practice Standard 2 - Collect Information

• Practice Standard 3 - Analyze and Assess

• Practice Standard 4 - Recommendations

• Practice Standard 5 - Implementation

• Practice Standard 6 - Review