Certified Financial Planner Board of Standards Inc.

06/18/2026 | Press release | Archived content

'Trust Me. I Am a Fiduciary': But That Does Not Always Mean What You Think It Means

The author describes three types of fiduciaries: moral fiduciaries who act based on personal character, legal fiduciaries bound by federal or state law and ethical fiduciaries guided by a professional code of standards. CFP® professionals fall into the ethical category, committing to CFP Board to act as a fiduciary - which means to act in the best interests of the client at all times when providing financial advice and financial planning.

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Kiplinger
David Bromelkamp June 18, 2026
Certified Financial Planner Board of Standards Inc. published this content on June 18, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on July 01, 2026 at 16:25 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]