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Drag the tiles to the correct boxes to complete the pairs.
Match the principles of the Code of Ethics that a financial planner needs to follow, with their respective descriptions.
Financial planners must update their skills and knowledge regularly.
Financial planners must always be courteous and respectful.
Financial planners should never disclose any client's sensitive information
Financial planners must keep the client's benefit in mind when making decisions
integrity
professionalism
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A

Sagot :

michell96

Updating skills is related to competence, not disclosing the information is related to confidentiality, being courteous is related to professionalism, and keeping in mind the client's benefit is related to integrity.

What is the code of ethics for financial planners?

The code of ethics for financial planners is a document that states the principles financial planners need to follow to act in the best way from an ethical and moral perspective.

What is integrity?

This principle implies being honest and acting in favor of customers. Due to this, integrity is mostly related to keeping the client's benefits in mind when making decisions.

What is confidentiality?

This principle implies using the client's information only for professional purposes and avoiding disclosing this information to others. Due to this, this principle is related to not disclosing information.

What is professionalism?

This principle involves acting based on professional principles, which includes aspects such as a neat appearance, appropriate language, good communication etiquette, etc. Due to this, this principle is related to being courteous.

What is competence?

This principle implies having the knowledge and skills required for your profession. Therefore, it is related to updating skills and knowledge if necessary.

Note: This question is incomplete because some options are missing. Here are the options:

  • Integrity
  • Confidentiality
  • Professionalism
  • Competence

Learn more about competence in: https://brainly.com/question/5607194

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