Financial Planner

Answer: D - The CFP Board’s Code of Conduct includes several standards relating to a client’s information and property. When a client requests a return of property, you should comply as soon as is reasonable. You should never lend money to or borrow money from clients. You should also never combine a client’s property with any other person or company’s property. There are exceptions to these rules, including when the client is an immediate family member or if the certificant’s employer lends the money instead of the certificant.