All candidates for CFPCM Certification must agree to abide by a strict code of professional conduct that sets forth their ethical responsibilities to the public, clients and employers.
The components of the IFPHK’s professional code and standards include:
- The IFPHK’s Code of Ethics and Professional Responsibility combines and modifies the FPSB Global Code of Ethics, and the FPSB Model Rules of Conduct, to the Hong Kong business environment.
- The IFPHK’s Financial Planning Practice Standards adopts and modifies FPSB’s Global Financial Planning Practice Standards.
IFPHK also performs a background check during this process, and each candidate for CFPCM certification must disclose any investigations or legal proceedings related to their professional or business conduct. This is enforced through the IFPHK Disciplinary Rules and Procedures .