ETHICS CE: CFP Board’s Revised Code and Standards/Enhancing Your Ethical Intelligence
Speaker: Charles Garcia, CFP®, FPA San Antonio
Join Charles Garcia for an enlightening journey into the realm of CFP Ethics. With nearly thirty years of experience in the advisory business, spanning across various esteemed institutions including investment firms, insurance companies, banks, brokerages, and RIAs, Charles brings a wealth of practical knowledge and insights to the presentation. His academic background in psychology and law enriches the discourse, providing a unique perspective on ethical dilemmas in financial planning. As a financial advisor currently managing over $135M in client assets, Charles embodies the principles he teaches. Moreover, his tenure as the former president of the Financial Planning Association's San Antonio chapter underscores his commitment to advancing ethical standards within the profession. Enroll in Charles's CFP Ethics course to not only meet your educational requirements but also gain invaluable wisdom from a seasoned practitioner and leader in the field.