Do Advisers Have A Fiduciary Responsibility To Offer Bitcoin?

In 2022, CFP Board provided guidance for CFP® professionals on advising clients regarding cryptocurrency-related products. While CFP Board doesn't forbid CFP® professionals from offering financial guidance on such assets, it advises exercising prudence in these discussions. CFP® professionals are required to uphold the same Code of Ethics and Standards of Conduct for crypto as for any other financial products.

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