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Elder Planning Code of Conduct

The Member Code of Conduct can be summed up in the following five Principles of the EPC obligations:

  1. At all times, I will put my Elder client and prospect's interests above my own.

  2. At all times, I will keep my recommendations for Elders current through continuing professional education. 

  3. At all times, I will charge a fair and reasonable fee to Elders based on the amount of time and skill required, if I am on a fee for services basis.

  4. At all times, I will abide by the letter and spirit of the law or any regulations applicable when interacting with Elders.

  5. At all times, I will remember to give my Elder clients and prospects the same service that I would provide for myself if the circumstances were the same.
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