Drag the tiles to the correct boxes to complete the pairs.
As Certified Financial Planners, Jake and Debbie have committed certain violations. Match the violations to the respective principles of the Code of Ethics.
Debbie discusses the investment portfolios of her clients with her husband.
One of Jake's clients is his friend, Jason. Jake's advice to him is always based on his personal
opinion.
Debbie takes longer than expected to advise her clients on the best possible investment options.
Sometimes Jake loses his cool while dealing with difficult clients.
diligence
objectivity
confidentiality
professionalism