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CFP® Board Code of Ethics CE Program (2 hours)
93% Rating
160minutes
145
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Jeff RattinerGuest Expert: Jeff Rattiner,
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Listen to Jeff Rattiner, CFP®, CPA to learn the major changes the CFP® Board has made to its Code of Ethics, to include areas like disclosure. Jeff's revised presentation included a wide range of i...

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Listen to Jeff Rattiner, CFP®, CPA to learn the major changes the CFP® Board has made to its Code of Ethics, to include areas like disclosure. Jeff's revised presentation included a wide range of interesting client scenarios that will help you better understand how you can meet your ethical requirements. 

Link to referenced YouTube videos: Ethics CE | Financial Experts Network