Skip to main content
06.09.2022 - Ethics

Attendees Rating:

Excellent (93%)
Average (6%)
Below Average (0%)

mmonasky@mdwea…

Mon, 07/04/2022 - 23:26

Comments
True
CFP® Board Code of Ethics CE Program (2 hours)
Presented by Jeff Rattiner,
Jeff Rattiner

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

Attendees Comments: