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Ethics and Regulations
Ethics CE for CFPs
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Tom DuffyGuest Expert: Tom Duffy, CFP®, Jersey Shore Advisors, LLC

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.&nbs...

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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. 

Click links below for videos from presentation:

CFP BOARD 2024 CODE & ETHICS INTRO VIDEO

LO5 CFP BOARD ENFORCEMENT PROCESS OVERVIEW VIDEO