For new members and as a gentle reminder, below is our Code of Ethics as a Certified Planning Technician. Please read and remember to practice them, as well as conduct ourselves in a responsible manner and not discredit other members or the Association.
Canadian Association of Certified Planning Technicians Code of Ethics
The Code of Ethics of the Association is as follows:
THE CERTIFIED PLANNING TECHNICIAN RECOGNIZES THE PRECEPTS OF PERSONAL INTEGRITY AND PROFESSIONAL COMPETENCE AS FUNDAMENTAL ETHICS, AND AS SUCH HE/SHE:
SHALL have proper regard for the physical environment and the safety, health and well-being of the public;
SHALL always conduct himself/herself in a responsible manner and utilize fair and equitable business practices in dealing with his/her colleagues, clients, and associates;
SHALL undertake only those assignments for which he/she is competent by virtue of his/her training and experience, and where warranted, engage or advise the engagement of such specialists as are required to enable him/her to properly complete assignments;
SHALL protect to the fullest extend possible, consistent with the well-being of the public, any information given him/her in confidence by an employer, colleague or member of the public;
SHALL refrain from making unjustified statements or from performing unethical acts which would discredit the Association or any of its members;
SHALL indicate to his/her employer or client any adverse consequences which may result from an over-ruling of his/her technical judgement by a non-technical authority;
SHALL avoid any connection with such advertising which implicitly or explicitly demeans the competence of other members of the Association;
SHALL strive to maintain his/her proficiency by updating his/her technical knowledge and skills as required to properly practice planning technology;
SHALL uphold the provisions of the Code of Ethics, and without fear or any favour report in the proper manner unethical or incompetent conduct of any other member to the President of the Association