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CFP Board Ethics Workshop - Ethics CE: CFP Board’s Revised Code and Standards


This course, to be presented by Thomas P. Morrone, CFP®, CPA, fulfills the requirement for CFP Board 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.

LEARNING OBJECTIVES
At the end of the course, participants will be equipped to: 1. Identify the structure and content of the revised Code and Standards, including significant changes and how the changes affect CFP® professionals. 2. Act in accordance with CFP Board's fiduciary duty. 3. Apply the Practice Standards when providing Financial Planning. 4. Recognize situations when specific information must be provided to a Client. 5. Recognize and avoid, or fully disclose and manage, Material Conflicts of Interest.

For more information and to register, please click on the "more event details" link below..

More Event Details

Wednesday, December 2, 2020
12:30 PM - 2:30 PM

Location

Webinar
   
(877)777-0600
 
Email for Location
Website for Location



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FPA Member Fee (Registration deadline: 11/30/20) $25.00
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to pay this online


Non-Member Fee (Registration deadline: 11/30/20) $50.00
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to pay this online


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
Dec 2, 2020 CFP Board’s Revised Code and Standards Thomas P. Morrone, CFP®, CPA 12:30 P 2.00 2.00



Registration Fee
Member
Through  November 30 $25.00
 
See More Event Details for Registration Info
Non-Member
Through  November 30 $50.00
See More Event Details for Registration Info