Code of Ethics

The Code of Ethics was designed as a set of rules and guidelines governing the professional actions of all individuals who have been granted the right to use any of the designations offered by IBF. Adherence to the established Code of Ethics is essential and requires that each designee conduct his or her activities in a manner that is consistent with the highest standards of honesty, integrity, and ethics. Additionally, all such activities are to be conducted in the best interest of the client and reflect positively upon the profession.

Institute  of  Business  &  Finance
Code  of  Ethics

An IBF designee shall conduct all activities in a lawful manner consistent with the highest standards of honesty, integrity, and ethics.

A designee shall exercise reasonable and prudent professional judgment and shall otherwise act in the best interest of the client.

A designee shall perform services in an efficient and economical way.

A designee shall keep abreast of developments in the field and strive to improve professional competence in all areas of mutual funds in which the designee is engaged.

A designee shall offer advice only in those areas of competence.

A designee’s conduct in all matters shall reflect credit upon the profession.

A designee shall use IBF marks in compliance with the rules and regulations of the Institute of Business & Finance, as established and amended over time.