Code of Ethics

The IARFC joins other recognized professions in requiring its members to provide professional services in accordance with a Code of Ethics.

  • I will at all times put my client’s interest above my own.
  • I will maintain proficiency in my work through continuing education.
  • I will abide by both the spirit and the letter of the laws and regulations applicable to financial planning services.
  • When fee-based services are involved, I will charge a fair and reasonable fee based on the amount of time and skill required.
  • I will give my clients the same service I would give myself in the same circumstances.