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Home > Code of Ethics

Code of Ethics

The IARFC joins other recognized professions in requiring its members to provide professional services in accordance with a Code of Ethics.

I will at all times put my client’s interest above my own.
I will maintain proficiency in my work through continuing education.
I will abide by both the spirit and the letter of the laws and regulations applicable to financial planning services.
When fee-based services are involved, I will charge a fair and reasonable fee based on the amount of time and skill required.
I will give my clients the same service I would give myself in the same circumstances.

IARFC Members Order your Code of Ethics plaque

 





















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