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Don't Wait: Purchase Your Pass for Our Inaugural Masterclass Program! LEARN MORE ->

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Join 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 includes a wide range of interesting client scenarios that will help you better understand how you can meet your ethical requirements. Live polling questions are presented to make the session interactive!

This 2-hour program satisfies the CFP® Board Code of Ethics CE requirement.

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