Self-Study Courses

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Ethics Training
Adviser Training

Course Type
Leading the Profession
Everyday Ethics
Winning Ethics
Self-Study Courses

Fees:

All two credit courses are only $54.99

Everyday Ethics Self Study

This course uses a case study approach to cover the seven principles that are the foundation of CFP Board's Standards of Professional Conduct. The course is available on-line and requires use of your computer speakers to listen to the presentation. At the conclusion of the program you will need to pass an exam and score at least 80% to receive credit..

Three Steps

Register for the program.
Watch for an e-mail with a link and instructions (usually within 24 hours)
Listen to the program and complete the exam.

You can take the test as many times as needed to pass.

Included in the introduction is an excerpt from CFP Board’s Standards of Professional Conduct. Please review it prior to starting the course.

During the course, 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. Credits will be filed electronically for participants who complete the course and have paid the required fee.

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.