Ethics Training
Adviser Training

Course Type
Ethics Training
Adviser Training

Fees

Request a  detailed quote below.

Schedule of Presentation and Webinars

Everyday Ethics

By taking part in an Everyday Ethics program, you will learn:

· Existing standards of professional conduct for CFP® certificants,

• Changes included in the new code

• How the new fiduciary standard of care can trigger additional ethical requirements

• How certificants can inadvertently violate rules while trying to serve the needs of their clients

The session is approved by CFP Board for two continuing education credits in ethics.

We have ethics sessions scheduled all across the country. Get in touch with us to reserve a date and we’ll provide a detailed quote for your consideration.

Or, attend on the web from your home or office. Everyday Ethics is offered as a Webinar  for just $54.99. No tests are required and CE credits are preapproved and submitted to CFP Board electronically.

No travel required so this is easy for anyone with a computer and a high-speed connection.  Follow the link on the left to see the latest schedule.
 

Certified Financial Planner Board of Standards Disclaimer:

While the materials for the course (Code of Ethics and/or Practice Standards) have been approved by  CFP Board as meeting the established standards for continuing education,  CFP Board does not review the method or means of presentation and, therefore, makes no representation concerning the delivery of this information to the CFP® certificant.