Properly represent themselves with utmost integrity, making every effort to set the highest level of service and competence in the estate planning profession.

Provide quality of service that is beneficial to, and in the best interest of, their clients.

Participate in ongoing continuing education programs which shall serve to promote their individual proficiency and their credentials.

Maintain proper compliance with any State or Federal authorities and regulations as well as the professional companies and organizations that they represent, and shall notify the NICEP, in writing, regarding any regulatory non compliance findings by these entities in a timely manner.

Submit to the findings and rulings of the NICEP with regard to the continued use of its trademarked professional certification marks.

Conduct their business in a trustworthy and honest manner that shall enhance the reputation of the NICEP, its certifications, and associates.