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New Standards for a Fiduciary World: Understanding CFP Board’s Revisions

Session Speakers
Session Description

Why Attend
Delve into changes the CFP Board made to its code of ethics and standards of conduct, and satisfy your ethics training requirement for 2018. 

Session Details
The new code of ethics and standards of conduct from the CFP Board, set to take effect on October 1, 2019, will expand the scope of the fiduciary standard that requires CFP® professionals to act in the best interest of the client when providing financial advice. In a professional development workshop session, a subject-matter expert will clarify the new rules and explain how to:

  • Understand the significant changes to the standards and their effect on CFP professionals
  • Act in accordance with the CFP Board’s fiduciary duty
  • Apply the standards of practice when providing financial planning services
  • Provide all disclosures the new standards require
  • Recognize, avoid, or fully disclose and manage conflicts of interest

Additional Information
CPE-2 hrs, CIMA-2 hrs, CE-2 hrs
Extended Education Session
2h
Session Schedule