WEBINAR Ethics CE: CFP Board's Revised Code and Standards - Elevating the Profession
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This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019.

11/13/2019
When: Wednesday, November 13, 2019
1:00 - 3:00 pm
Where: Live Webinar
United States
Presenter: Darin Shebesta, CFP - Jackson/Roskelley Wealth Advisors, Inc.

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This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019.


Level of Complexity: Intermediate

 

Course Objectives: 

    • Act in accordance with CFP Board's fiduciary duty.Recognize situations when specific information must be provided to a client.
    • Recognize and avoid, or fully disclose and manage, Material Conflicts of Interest.
    • Identify the structure and content of the revised Code and Standards, including significant changes and how the changes affect CFP professionals.
    • Apply the Practice Standards when providing financial planning.

     

    CFP CE: 2.00

    FPA Member Price: $119.00
    Non-Member Price: $199.00

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