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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.

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..

Thursday, November 18, 2021
12:00 PM - 2:00 PM


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

DateCourse Title/DescriptionStartCFP®
Nov 18, 2021 CFP Board’s Revised Code and Standards Thomas P. Morrone, CFP®, CPA If you are looking for fulfill your CFP Ethics requirement, join this informative session on the CFP Board’s Revised Code & Standards with our own FPA member and speaker, Tom Morrone. 12:00 P 2.00

Event ID  502