Code of Professional Conduct
Honesty & Integrity
The Code of Professional Conduct regulates your personal and professional conduct as an Associate Member and Registered Member of the National Association of Registered Social Security Analysts, Ltd. Both Associate and Registered Members agree to a standard of business conduct that demonstrates professionalism, integrity, and honesty.
Both Associate and Registered Members agree to act lawfully in the best interests of their clients. In activities that may arise in relation to a conflict of interest, members agree to abide by the Department of Labor Fiduciary Rule.
Education & Competence
Both Associate and Registered Members agree to make reasonable efforts to be informed of laws, regulations, and legislation which impact their ability to accurately advise clients on issues related to Social Security and Medicare. Members must maintain knowledge and skills relevant to the advisory services provided. Members must take reasonable care in ascertaining the needs of their clients and their financial resources when advising such clients on issues related to Social Security and Medicare, since each client's needs and financial resources are unique to their particular situation.