Ethics Training
Adviser Training

Course Type
Ethics Training
Adviser Training

Fees

All 2 hour webinars are $54.99 Fpr Group presentations request a  detailed quote below.

 

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Schedule of Presentation and Webinars

Winning Ethics


 

Ethics Training doesn't have to be dull and boring. We use a game show format to keep attendees engaged while learning about CFP Board's Standards of Professional Conduct.

 

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.

 
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.