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Board standards of conduct

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Joe, a CFP® certificant, attended two seminars this year on estate planning and investment management. When Joe meets with clients he always asks to review their existing estate documents such as wills and trusts, then promptly returns them to the clients. He is careful to always clear files and paperwork from his desk and place them into a drawer when clients come into his office. Which of the following CFP Board standards of conduct is Joe demonstrating?

Reference no: EM133086791

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