CFP Board New Code of Ethics & Standards of Conduct
Tuesday, December 07, 2021 | 12:00 PM — 2:00 PM EST
Join Marguerita M. Cheng, CFP®
, Chief Executive Officer at Blue Ocean Global Wealth, 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 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
By clicking "SAVE MY SEAT", you are providing your signature and express "written" consent to be contacted by or behalf of Reverse Mortgage Funding LLC, its affiliates and/or its agents (collectively Company) at the telephone, email or mailing address that you have provided for purposes of fulfilling this inquiry about reverse mortgages and/or the Company's products or services, even if you have previously registered on a "do not call" government registry or requested Company to not send marketing information to you by email and/or direct mail. You agree that the Company may use automatic telephone dialing systems and prerecorded voice messaging in connection with calls or texts made to the telephone number you provide even if the telephone number is assigned to a cellular or mobile telephone service or other service for which the called party is charged. You understand that you are not required to consent to receiving autodialed calls or texts as a condition of any reverse mortgage and/or purchasing any Company products or services. If you do not wish to authorize Company to contact you in this manner, you can call 844-804-3863 to complete your request. You understand that you can revoke this consent at any time.