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Code of Ethics Assignment

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February 18th, 2020

Jane is a prospective client, recently approached Mark, a CFP® professional with significant estate planning needs. Mark does not feel like he can adequately fulfill all of jane’s needs so he refers Jane to a colleague who specializes in estate planning. According to the CFP Code of Ethics, what principle did Mark most clearly demonstrate?

a. Fairness b. Objectivity c. Professionalism d. Competence. Get Finance homework help today

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