SIGN THE ETHICS DECLARATION

To fulfill the ethics requirement for the DSFP certification, candidates must complete the Application for DSFP Certification that contains the Ethics Declaration. Based on this application, we'll conduct a background check, apply the Fitness Standards and inform you when you've completed the ethics requirement.

ENFORCEMENT

The CMSSA takes a strict stance against any violation of the Code of Ethics by DSFP professionals, and makes it known to the public when appropriate. This enforcement process differentiates DSFP certification from other credentials or designations in the financial planning industry.

At CMSSA, we are devoted to upholding a disciplinary process that is both transparent and equitable for members whose conduct is being examined. Our established protocol for addressing accusations of misconduct ensures that the public has trust in our enforcement procedures.

DSFP ADVISOR DUTIES TO CLIENTS

Obtaining DSFP certification is the benchmark of excellence in the financial planning sphere. Every professional with this qualification promises to comply with CMSSA's ethical code, providing consumers assurance that they will be guided as they work towards a prosperous future.

FITNESS STANDARDS

Completing the Application for DSFP Certification and its accompanying Ethics Declaration is a mandatory step in obtaining your DSFP certification. After submitting this form, we will perform an extensive background check to ensure you meet our Fitness Standards before officially confirming that you have fulfilled the ethics requirement for certification.