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2242 Carey Street
Slidell, LA 70458

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Pontchartrain Investment Management

(985) 605-5066

 

CFP Code of Ethics



  1. Integrity: A CFP® certificant shall provide professional services with integrity.
  2. Objectivity: A CFP® certificant shall provide professional services objectively.
  3. Competence: A CFP® certificant shall maintain the knowledge and skill to provide professional services competently.
  4. Fairness: A CFP® certificant shall be fair and reasonable in all professional relationships. The CFP® certificant shall disclose conflicts of interest.
  5. Confidentiality: A CFP® certificant shall protect the confidentiality of all client information.
  6. Professionalism: A CFP® shall act in a manner that demonstrates exemplary professional conduct.
  7. Diligence: A CFP® certificant shall provide professional services diligently.

The CFP® certificants of Pontchartrain Investment Management, subscribe to the Code of Ethics and Professional Responsibility stipulated by the Certified Financial Planner Board of Standards.