Pensinger Financial, Inc. and its employees have adopted the CFP Board's Code of Ethics.

The CFP Boards's Code of Ethics reflects the commitment that all CFP® professionals make to high standards of competency and ethics. 

The below information is taken verbatim from The CFP Board's website at letsmakeaplan.org.

 A CERTIFIED FINANCIAL PLANNER™ professional must:

- Act with honesty, integrity, competence, and diligence
- Act in the client's best interests
- Exercise due care
- Avoid or disclose and manage conflicts of interest
- Maintain the confidentiality and protect the privacy of client information
- Act in a manner that reflects positively on the financial planning profession and CFP® certification
​

visit CFP.net/code for initial resources and faqs

- The new Code and Standards,
- A Commentary document,
- A side-by-side comparison with the old Standards of Professional Conduct,
- Short video overviews,
- Information on Public Forums to discuss the new Code and Standards.

​Additional refernce and guidance materials will be added as they become available.