Our ethical standards and their enforcement are an important element of the public’s trust and confidence in our Financial Coach.
Our principles are aspirational in character and provide a source of guidance for our responsibilities to the public, clients, and colleagues.
Our coaches pledge to maintain the following ethical standards:
- Conduct myself in a credible manner, striving for excellence in providing coaching services with competency, diligence, courtesy, promptness, and care to the best of my ability.
- Maintain the knowledge and skill necessary to provide professional services competently.
- Grow professional skills and practices by striving to improve financial, business, and coaching competencies through continuing education.
- Commitment to learning and improvement.
- Display personal and professional honesty and integrity in coaching clients. Integrity demands honesty and candor which must not be subordinated to personal gain an advantage.
- Allowance can be made for innocent error and legitimate differences of opinion, but integrity cannot coexist with deceit or subordination of one’s principles.
- Provide professional services objectively and impartially.
- Recognize and acknowledge limitations. Seek outside consultation with other professionals or refer clients when necessary.
- Disclose conflicts of interest to our clients.
- Respect the privacy of clients and the confidentiality of the client-coach relationship in all matters pertaining to the course of professional service, revealing client information of any kind to others only with the written, expressed, and informed consent of the client. (Confidentiality means ensuring that information is accessible only to those authorized to have access). A relationship of trust and confidence with the client can only be built upon the understanding that the client’s information will remain confidential.