Jitendra PS Solanki Advisory

Ethics that Certified Financial Planners subscribe to and what they mean to you

Financial advisors for very long has been criticized for misselling and breaching the trust of their customers. The focus, it has been alleged, has been more towards increasing their income and the client’s interest was neglected.Even ethically-minded professionals have not given enough attention to ethical issues because they face demands on their business lives.
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This and All the other Articles/Videos on this blog are for general Information and educational purposes and not to be taken as an Investment Advice. Any Action taken by Readers on their Personal finances after reading our articles or listening to our videos will be purely at his/her own risk, with no responsibility on the Writer and the Investment Adviser. Registration Granted by SEBI, membership of BASL and Certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

4 thoughts on “Ethics that Certified Financial Planners subscribe to and what they mean to you

  1. I want to know that how do financial planners work? Where can I find out about them and where to find a good one?

  2. They have defined process and code of conduct under which they provide their services.As CFPs the process is well defined by FPSB.You can get more information on financial planners from FPSB in the respective country.

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