Ethics Training
Adviser Training

Course Type
Ethics Training
Adviser Training

Fees

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Schedule of Presentation and Webinars

Winning Ethics

Round One - Round One is a classic quiz bowl with questions worth 50 points each - but be careful because wrong answers will cost you.

Round Two - Choose questions from five categories. Point values increase as the questions get more difficult. Think Jeopardy.

Round Three - Teams wager their points as they try to answer a final case study question and walk away as champion.

Of course, ethics is a serious matter so it is only right that we help bring the benefits of financial planning to more Americans. The winning team gets to choose a financial planning non-profit to receives a cash prize. And, the audience can play along too and see how they would answer each question.

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.