CFP Board New Code of Ethics & Standards of Conduct
Tuesday, September 17, 2019 | 12:00 PM — 2:00 PM EDT
Join us for a
special webinar focusing on the Certified Financial Planner Board of Standards’
(CFP) required learning objectives. 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.
At the end of the
course, participants will be equipped to:
Please Note: Two Approved CE Ethics credits will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.
- Identify the
structure and content of the revised Code & Standards, including
significant changes and how the changes affect CFP® professionals
- Act in accordance
with CFP Board's fiduciary duty
- Apply the Practice
Standards when providing Financial Planning Recognize situations when specific
information must be provided to a Client
- Recognize and
avoid, or fully disclose and manage, Material Conflicts of Interest
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