This summary is taken from the Certified Financial Planner Board of Standards, Inc., and Meyers Wealth Management stands by it:
- You have the right to a planner who has integrity
- You have the right to objective advice
- You have the right to a planner who is competent
- You have the right to be treated fairly
- You have the right to privacy
- You have the right to a planner who is professional
- You have the right to a planner who is diligent
The CFP Board has a nice discussion of these issues here: <http://www.cfp.net/learn/knowledgebase.asp?id=13>.