easy · Certified Financial Planner Investment Planning
A CFP professional is working with the Hartwell household. The planner's firm is currently running a sales contest that offers a luxury cruise for reaching a certain volume of annuity sales. The planner believes an annuity is a defensible, though not optimal, choice for the Hartwells.
According to the CFP Board Mindset hierarchy, what is the highest-ranking principle the planner must follow?
- Disclosure
- Quantitative Optimality
- Duty of Care
- Duty of Loyalty
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