Ethics Training
Adviser Training

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Leading the Profession
Everyday Ethics
Winning Ethics
Self-Study Courses

From extensive experience with CFP Board's disciplinary process, we offer unique insight into both the review process and the issues affecting CFP^® practitioners.

Classes are pre-approved for two hours of ethics credit by CFP Board and are filed electronically.

We offer both live presentations self-study programs and webinar courses.  We are available to conduct ethics training at your site by special arrangement.  

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.

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