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5 Ethical Standards You Should Expect From Your Financial Advisor

By Rachel Christian July 22, 2025 Bankrate

Financial advisors operate under different regulatory frameworks, with only some required to act as fiduciaries and put clients’ interests first. A CERTIFIED FINANCIAL PLANNER® professional must uphold the fiduciary standard and meet rigorous experience, education and ethical requirements set by CFP Board.

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Bankrate
Rachel Christian
July 22, 2025