Question: 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
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
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