FPA GHV & FPA Northeast Chapters Present Ethics: CFP Board's Revised Code and Standards

Don't miss this opportunity - free for FPA members - to fulfill your CFP Board Ethics CE credit requirement. This webinar has been designed to educate CFP® professionals and those holding New York State Insurance licenses on how to apply CFP Board's Code of Ethics and Standards of Conduct as the foundation for ethical financial planning. Presented by Jamie Block, CFP®, CPA, MBA, Senior Wealth Advisor, Director, Mercer Advisors, and FPA of Rochester Chapter President. Click here for instructor bio. 

Learning Outcomes: 

• Acting with honesty, competence, diligence, and integrity.

• Adhere to the duties of confidentiality and professionalism.

• Explain the CFP Board’s Code of Ethics & Standards of Conduct

• Define the Practice Standards and how to apply when proving financial advice.