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.
Course Information
Date Presented:
November 13, 2019 2:00 PM Eastern
Length:
2 hours
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