Sykes & Ray Financial Planners has on its board a team of Certified Financial Planners offering Financial Planning and Wealth Management advisory services. As CFP Certificants, while delivering Financial Planning to clients, our Planners adhere and follow the following guiding principles laid down by Financial Planning Standards Board India (FPSB India);
Guiding Principles
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Practice StandardsThe Practice Guidelines describe best practices of Financial Planning professionals providing professional services related to the six elements of the Financial Planning process. FPSB India in accordance with global standards developed the Practice Guidelines to advance professionalism in Financial Planning and enhance the value of the Financial Planning process, for the ultimate benefit of consumers of Financial Planning services. Code of EthicsFPSB India adopted the Code of Ethics to establish the highest principles and standards. These Principles are general statements expressing the ethical and professional ideals Certificants are expected to display in their professional activities. read more |
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