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Our Values

At Brotman Financial Group, our goal is to honor the code of ethics established by the Certified Financial Planner (CFP) Board of Standards.

Below is the CFP Board of Standards Code of Ethics and Professional Responsibility for Certified Financial Planners™ :

Principle 1

Act with honesty, integrity, competence, and diligence.

Principle 2

Act in the client’s best interests.

Principle 3

Exercise due care.

Principle 4

Avoid or disclose and manage conflicts of interest.

Principle 5

Maintain the confidentiality and protect the privacy of client information.

Principle 6

Act in a manner that reflects positively on the financial planning profession and CFP® certification.



Copyright © 2018, Certified Financial Planner Board of Standards, Inc.