CFP Board of Standards 2019 Ethics Course
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 and 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.
At the end of the course, participants will be equipped to: Identify the structure and content of the revised Code and 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.
Watch for all the details coming on NAPFA 2022 Events
