Ethics Training
Adviser Training

Course Type
Ethics Training
Adviser Training

Fees

Request a  detailed quote below.

Schedule of Presentation and Webinars

Leading the Profession:
A New Code of Ethics for CFP® Professionals

What does it mean to be a fiduciary when providing financial planning? How do I know whether I am putting the interest of the client ahead of my own? What do I need to provide to a client in writing? How does this fit in with all of the other requirements at my firm?

These are just a few of the many questions that are answered in the two hour, live presentation, "Leading the Profession, A New Code of Ethics for CFP® Professionals."

We have 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. Leading the Profession is offered as a Webinar once a month 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.