ethical financial planning

What is an Ethical Financial Planner?

What is an Ethical Financial Planner?

An Ethical Financial Planner is a financial planner who is a Certified Financial Planner (CFP) and has the knowledge of socially responsible investing and fiduciary duty. He or she can help you make sound financial decisions and provide you with information about how to choose the right investments for you. Fiduciary dutyFiduciary duty is a legal concept that requires financial professionals to do what is right for their clients. The fiduciary duty is not limited to just investment management. Some other fiduciary duties include putting client needs first and avoiding conflicts of interest. Fiduciaries are required to follow a best…
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