Join Jeff Rattiner, CFP® to learn the major changes the CFP® Board has made to its Code of Ethics, to include areas like disclosure. Jeff's excellent presentation includes a wide range of interesting client scenarios that will help you better understand how you can meet your ethical requirements.
2 things you should know before you hit the "Register" button.
1: This program satisfies the 2 Ethics CE requirement of CFP® Board Code of Ethics CE requirement. Plus, we will provide a certificate for those with the CLU, ChFC, RICP and CIMA designations so you can self-report.
2: This session is only available to members. A membership costs $9 and includes the ethics CE; plus, you can listen to webinars on the CARES Act (April 24), the SECURE Act (April 30) and more. And you get access to webinar replays with experts like Michael Finke, Wade Pfau and Bob Keebler that have earned an 86% excellent rating. Please know you can cancel the membership at any time after the first month; i.e. your financial risk is $9.