Past Webinar: Watch on Demand

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:

• 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

Please Note: Two CE Ethics credits will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.