This program fulfills the requirement for CFP Board-approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board's Code of Ethics and Standards of Conduct.
Learning Objectives:
Identify the structure and content of the revised Code and Standards, including significant changes and how the changes affect CFP® professionals.
Act in accordance with CFP Board's fiduciary duty and apply the Practice Standards when providing Financial Planning.
Recognize situations when specific information must be provided to a Client and how to avoid, or fully disclose and manage, Material Conflicts of Interest.
