No
Yes
View More
View Less
Working...
Close
OK
Cancel
Confirm
System Message
Delete
Schedule
An unknown error has occurred and your request could not be completed. Please contact support.
Scheduled
Wait Listed
Personal Calendar
???connect.schedule.participant???
Conference Event
Meeting
Interest
There aren't any available sessions at this time.
Conflict Found
This session is already scheduled at another time. Would you like to...
Loading...
Please enter a maximum of {0} characters.
{0} remaining of {1} character maximum.
Please enter a maximum of {0} words.
{0} remaining of {1} word maximum.
must be 50 characters or less.
must be 40 characters or less.
Session Summary
We were unable to load the map image.
This has not yet been assigned to a map.
Search Catalog
Reply
Replies ()
Search
New Post
Microblog
Microblog Thread
Post Reply
Post
Your session timed out.
Meeting Summary
The session has been added to your schedule
The session has been removed from your schedule
 

CFP Ethics: New Standards for a Fiduciary World

Session Speakers
Session Description

Why attend:
Find out about the CFP Board’s latest guidelines for ethics and conduct, and how your practice will benefit from them.

Session details:
The CFP Board’s new Code of Ethics and Standards of Conduct, which guides the work of CFP® professionals, will take effect on October 1, 2019. The new version adds greater rigor to the CFP certification requirements, enhancing the value you bring to your clients. Using polls, videos, and case studies, a subject-matter expert will help you:

  • Identify the structure and content of the revised code and standards, and grasp the significant changes
  • Act in accordance with the CFP Board’s fiduciary duty
  • Apply the standards in your financial planning practice
  • Recognize situations when specific information must be provided to a client
  • Recognize and avoid, or fully disclose and manage Material Conflicts of Interest

Additional Information
CE-2 hrs
Extended Education Session
2h
Session Schedule