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

Tue, Apr 19

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Webinar via Zoom

Don't miss this opportunity to earn 2 CFP Ethics & 2 NYS Insurance CEUs!

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

Time & Location

Apr 19, 2022, 9:00 AM – 11:00 AM

Webinar via Zoom

About The Event

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.

Tickets

  • FPA Chapter Members

    $0.00

    Sale ended
  • Non-Members

    $35.00

    Sale ended

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ABOUT US

The Financial Planning Association (FPA) is the indispensable resource for CERTIFIED FINANCIAL PLANNER (CFP®) Professionals. Our primary aim is to elevate the profession that transforms lives through the power of financial planning.

CONTACT

Lori Somerville

(877) 817-8400

lori@fpaghv.org

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