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!
CE Eligible: Yes. CE is automatically submitted (for subscribers) to the CFP Board. Complete certificates are also provided to subscribers for self reporting for those with American College designations (CLU, CHFC and RICP), a CPA license and NAPFA members.
CPE Eligible: Participants will earn 2 CPE credits
Field of Study: Behavior Ethics
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
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.