Skip to main content

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. Plus, a certificate will be provided to those with the American College designations.