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Analyzing Jillian Whitmore's Adherence to the CFP Code of Ethics
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Identifying Adherence and Violations

Read the case of Jillian Whitmore, Financial Planner.

Use the CFP Code of Ethics as a guide to identify, discuss, and explain where and when Jillian Whitmore has properly followed the Financial Planning Standards Council (FPSC) Code of Ethics.

Clearly identify which principle(s) Jillian has adhered to or ignored/violated. For each instance where Jillian has ignored or failed to follow a principle, make suggestions as to how Jillian should have acted and the subsequent suggested course of action she should undertake.

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