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!
2 things you should know before you hit the "Register" button.
1: This 2-hour program satisfies the 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 per month and includes the ethics CE; plus, you can listen to webinars on investment strategies (March 26) and CCRCs (April 2). And you get access to 23 webinar replays with experts like 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.
Learning Objectives:
- Learn the major changes the CFP® Board has made to its Code of Ethics, to include areas like disclosure
- Review a wide range of interesting client scenarios that will help you better understand how you can meet your ethical requirements
Participants will earn 2 CPE credits
Field of Study: Behavioral Ethics
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.