PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION


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.
Event Information
Start Time:
November 13, 2019 2:00 PM Eastern
1:00 PM Central, 12:00 PM Mountain, 11:00 AM Pacific
Add to Calendar:
Estimated Length:
2 hours
Registration Time Remaining:
114 days
FPA Member Price:
$119.00
Non-Member Price:
$199.00
Ethics CE: CFP Board's Revised Code and Standards - Elevating the Profession
Speaker Information
Darin Shebesta, CFP  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 2.00
Products
Event
FPA Member Price:$119.00
Non-Member Price:$199.00