Financial Planner

Answer: A - While compassion is a notable quality to have in life, it is not one of the principles outlined by the CFP Board. Those are Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism, and Diligence. These are the principles that Certified Financial Planners are expected to display professionally, and they are the basis for the Rules of Conduct, Practice Standards, and Disciplinary Rules.