Join Tom Duffy, CFP® for a interactive presentation full of real-life client scenarios that will help you better understand how you can meet your ethical requirements. This webinar is approved by the Certified Financial Planner Board of Standards, Inc. and fulfills the requirement for CFP Board approved Ethics CE. It is designed to educate CFP® professionals on CFP Board’s new Code of Ethics and Standards of Conduct. Also, The American College has accepted this CFP Ethics webinar for 2 hours of CE credit towards the CLU®, ChFC® and RICP® certifications. Plus, the program has been approved for two credits for Investment Adviser Reps.
Tom Duffy, CFP™, MBA
Financial Planner | Educator Jersey Shore Financial Advisors, LLC
Tom Duffy is a Certified Financial Planner Professional™, earning this prestigious credential from the Certified Financial Planner Board of Standards in 1996. Tom has been active in the financial planning and wealth management profession since 1993, working with individuals, families and business owners always putting the interests and needs of clients first.
Tom is also active with the New Jersey Chapter of the Financial Planning Association, serving on the Board of Directors, completing service as Board Chair in 2012. Tom is also a trustee for the Estate and Financial Planning Council of Central New Jersey.