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Financial planning is a continuous, life-long process focusing on the steps that lead to financial freedom and peace of mind.
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A financial planner must be independent, objective, holistic and must yield benefits in excess of the cost.
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A financial planner should support & accommodate the changes in your life.
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A financial planner should educate you about your issues and choices and make specific recommendations that are easy to implement.
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A financial planner must continuously update her/his education and knowledge to provide you with the best advice for your situation.
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A financial planner should sell no products and accept remuneration only from clients in order to avoid any conflict of interest.
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A financial planner must maintain a network of other competent and sensitive professionals with whom to confer and refer clients if necessary.
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A financial planner must execute work for clients in a timely manner and maintain all information in the strictest confidence.