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Ethics CE: CFP Board’s Revised Code and Standards plus A Deep Dive Into the SEC’s Investment Advice Rules Package

Wednesday, October 23, 2019
11:30 AM - 3:00 PM

Speaker



Agenda

 


Thomas P. Morrone, CFP®, CPA
Owner/Principal
U.S. Wealth Management

Oct 23 2019 12:00PM


Ethics CE: CFP Board’s Revised Code and Standards`


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


Oct 23 2019 2:00PM


A Deep Dive Into the SEC’s Investment Advice Rules Package




Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®CT Ins
Oct 23, 2019 Ethics CE: CFP Board’s Revised Code and Standards` Thomas P. Morrone, CFP®, CPA 12:00 P 2.00 info
A Deep Dive Into the SEC’s Investment Advice Rules Package 2:00 P info info



Registration Fee
Member
$60.00
  Through  October 23 $60.00
Non-Member
$75.00
Through  October 23 $85.00