of Ethics Online Collection: None
Institute of Business
& Finance
(formerly known as the Institute of Certified Fund Specialists)
A Certified Fund Specialist shall conduct all activities in a lawful
manner consistent with the highest standards of honesty, integrity, and
ethics.
A Certified Fund Specialist shall exercise reasonable and prudent professional
judgment and shall otherwise act in the best interest of the client.
A Certified Fund Specialist shall perform mutual fund services in a competent,
efficient and economical manner.
A Certified Fund Specialist shall keep abreast of developments in the
field and strive to improve professional competence in all areas of mutual
funds in which the CFS is engaged.
A Certified Fund Specialist shall offer advice only in those areas in
which he or she has competence.
A Certified Fund Specialists conduct in all matters shall reflect credit
upon the profession.
A CFS shall use the marks "CFS" and "Certified Fund Specialist"
in compliance with the rules and regulations of the Institute of Certified
Fund Specialists, as established and amended over time.
Institute of Certified Fund Specialists
7911 Herschel Avenue, Suite 201
La Jolla, California 92037-4413
phone (800) 848-2029
fax (619) 454-4660
e-mail: icfs@icfs.com
Institute of Certified Fund Specialists
All contents copyright 1996. All rights reserved.
