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Join Tom Duffy, CFP® for an interactive ethics program built around real-life client scenarios that show how CFP Board’s ethical standards apply in practice—not just in theory.

This CFP Board-approved course covers the Code of Ethics and Standards of Conduct, with a focus on fiduciary duty and the obligation to act in clients’ best interests. The session fulfills the 2-hour CFP® Ethics CE requirement and is also approved for CLU®, ChFC®, RICP®, and IAR CE credit.

Designed for CFP® professionals who want more than a compliance-driven ethics course, this session helps you better understand your responsibilities while strengthening your ethical decision-making in day-to-day client work.

Presenter(s)
Tom Duffy, CFP
Tom Duffy
Job Title
Financial Planner
Publish Speaker
Off
Webinar category
Plans
Pending plans
IAR program ID
C82325
Ethics Topic
CFP Ethics
Ethics Course ID
C82325
Masterclass Series
Off
On Demand Masterclass
Off
Simulated Webinar
Off

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