Certified Financial Planner
When it comes to financial planning, trust, integrity, and professionalism matter just as much as knowledge and experience. That’s why Murray Callaghan holds the designation of Certified Financial Planner (CFP®) — the most widely recognized mark of excellence in financial planning.
Code of Ethics
Principle 1: Integrity
A CFP Professional shall always act with integrity
Principle 2: Objectivity
A CFP Professional shall be objective in providing financial planning to clients
Principle 3: Competence
A CFP professional shall provide services to clients competently and maintain the necessary knowledge and skill to continue to do so in those areas in which the CFP professional is engaged
Principle4 : Fairness
A CFP professional shall perform financial planning in a manner that is fair and reasonable to clients, principals, partners, and employers and shall disclose conflicts of interest in providing such services
Principle 5: Confidentiality
A CFP professional shall maintain confidentiality of all client information
Principle 6: Professionalism
A CFP professional 's conduct in all matters shall reflect credit upon the profession
Principle 7: Diligence
A CFP professional shall act diligently in providing financial planning
