19Nov

CFP Ethics: The Revised Code and Standards, Nov 19, 2-4pm ET

$29.00

$29.00

Description: Join Peggy Frye, CFP®, CeFT® in an interactive webinar discussing the CFP Board’s Revised Code and Standards. Get clear about the differences between the standards that were in effect until September 30, 2019 and the ones that went into effect as of October 1. Work through a few cases that highlight those differences, get your questions answered, and enjoy what has been called “the most fun Ethics class ever!” Learning Objectives Regarding the Revised Code and Standards:
  1. Learn about the significant changes to content.
  2. Learn about the new structure and organization.
  3. Learn about the duties to clients, firms and subordinates, and the CFP Board.
Included are cases that emphasize the expanded application of fiduciary duty as well as the other significant changes to content. If you would like to earn CFP CE credits, click “Add to cart” to pay the reporting processing fee. You are required to take a 10-question quiz and score no lower than 80 in order to get CEs.
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