Past Webinar: Watch on Demand
Tuesday, December 07, 2021 | 12:00 PM — 2:00 PM EST
CFP Board New Code of Ethics & Standards of Conduct
Marguerita Cheng, CFP®, CRPC, RICP®, CDFA®
Chief Executive Officer at Blue Ocean Global Wealth
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
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