Our Standard of Care

The Financial Planning Association requires its members to deliver financial planning services in accordance with the FPA Standard of Care that pledges to:

Principle 1 - Put the client's best interests first.

Principle 2 - Act with due care and in utmost good faith.

Principle 3 - Do not mislead clients.

Principle 4 - Provide full and fair disclosure of all material facts.

Principle 5 - Disclose and fairly manage all material conflicts of interest.