BIF Bites

← BIF Bites1 May · 38 min

Ethics, Standards, and Procedural Rules (It's More Exciting Than You Think!)

Ethics, Standards, and Procedural Rules (It's More Exciting Than You Think!)1 May38 min

<p>Jerry, Kaylee, and Tiffany are talking about CFP Board's Code of Ethics and Practice Standards. They're diving into the seven steps of the financial planning process, common exam pitfalls and traps, and what may happen if you break the rules (spoiler: it's not good). </p><p>BIF Bites is a great way to reinforce your knowledge and get some more practical insights into concepts! But to get CFP® Exam ready, check out <a href="https://www.bostonifi.com/cfp/bif-review" target="_blank" rel="ugc noopener noreferrer">The BIF Review </a>and see how we've helped thousands of candidates pass their exams and earn their marks. </p>