Principle 6 Professionalism A CFP designee s conduct in all matters shall reflect credit upon the profession. Because of the importance of the professional services rendered by CFP designees, there are attendant responsibilities to behave with dignity and courtesy to all those who use those services, fellow professionals, and those in related professions. A CFP designee also has an obligation to cooperate with fellow CFP designees to enhance and maintain the profession s public image and to work jointly with other CFP designees to improve the quality of services. It is only through the combined efforts of all CFP designees in cooperation with other professionals that this vision can be realized. Principle 7 Diligence A CFP designee shall act diligently in providing professional services.
Diligence is the provision of services in a reasonably prompt and thorough manner.
Diligence also includes proper planning for and supervision of the rendering of professional services. Communicate ethical goals and standards that are practical, specific, and clear. Create positive reinforcement and rewards that will encourage the desired behavior. Recognize and remove barriers to good ethical decisions. This may include reevaluating the compensation system, for example.