top of page

Thu, Nov 03

|

Webinar via Zoom

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

Don't miss this opportunity to fulfill your CFP Board Ethics CE credit requirement!

Registration is Closed
See other events
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

Nov 03, 2022, 8:30 AM – 10:30 AM

Webinar via Zoom

About The Event

Don't miss this opportunity to fulfill your CFP Board Ethics CE credit requirement. This webinar has been designed to educate CFP® professionals on how to apply CFP Board's Code of Ethics and Standards of Conduct as the foundation for ethical financial planning. Presented by FPA Long Island Chapter President Lawrence D. Sangirardi, CFP®, ChFC® and FPA Long Island Chapter Director of Programs & Education Mark A. Badami, CFP®, CLTC. 

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.

• Define, recognize material conflicts of interest and how to avoid or disclose them.

• Define fiduciary and when advisors have a fiduciary duty to clients.

Registration Fees:

FPA Chapter Members: $25

Non-Members: $45

Advance Registration Required - Registration Deadline: Monday, October 31st.

After registering, you will receive an email confirming your registration.

Via separate email from FPA Long Island Chapter Executive Elissa Weick (FPALI@optonline.net), you will receive the Zoom link and information about joining the meeting.

Tickets

  • FPA Chapter Members

    $25.00
  • Non-Members

    $45.00

Total

$0.00

Share This Event

bottom of page