Skip to main content

CE Eligible: Two credits for subscribers who need IAR, CFP, PACE and CPE credits. This fulfills the CFP requirement for Ethics.

In this webinar, Tom Duffy, CFP® led listeners in an interactive presentation full of real-life client scenarios that helped them better understand how they can meet their ethical requirements.

 

*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 CPE credit(s).
Field of Study: Specialized Knowledge
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.
 

Webinar category
Presenter Material
Plans
Pending plans
IAR program ID
C26058
Ethics Topic
Ethics for CFPs
Ethics Course ID
C26058
Course Provider Name
Tom Duffy, CFP®, Jersey Shore Advisors, LLC
Instructor First Name
Tom
Instructor Last Name
Duffy
Masterclass Series
Off
On Demand Masterclass
Off
Simulated Webinar
Off