Webinar Registration

Ethics CE for CFPs

Thursday, November 16, 2023 at 1:00 PM ET

Financial Planner

Tom Duffy, CFP®

Jersey Shore Advisors, LLC

This webinar is approved by the Certified Financial Planner Board of Standards, Inc. and fulfills the requirement for CFP's mandatory two Ethics CE credits.

Join Tom Duffy, CFP® for an interactive presentation full of real-life client scenarios that will help you better understand how you can meet your ethical requirements and comply to the CFP Board’s new Code of Ethics and Standards of Conduct.

Note: This webinar will also satisfy the ethics requirements for those with CLU®, ChFC® and RICP® designations.

Register for Webinar

Complete the form below

Name

First Name *

Last Name *

Email Address *

Which best describes you? *

Who invited you?

ZIP Code

State

City

Phone Number

What are your designations (e.g. CFP or CLU)?

Please provide your CFP ID #

A CFP ID number will be required in order to receive CE credit for this webinar.

Your B/D or RIA

Do you have a trusted mortgage advisor to serve your clients?

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.