Marguerita (Rita) Cheng, CFP®, RICP®

Session Title:  CFP Board New Code of Ethics & Standards of Conduct

Overview:

This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019.

About Rita:

Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. The chief executive officer of financial advisory firm, Blue Ocean Global Wealth, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. She takes pride in her ability to make a difference in people’s lives. Rita also volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money to win scholarships for girls.

Rita is a Certified Financial Planner® (CFP®) professional, a Chartered Retirement Planning Counselor®, Retirement Income Certified Professional®., and a Chartered SRI^TM Counselor (CSRIC®). She is a member of the CNBC Financial Advisor Council. She is a regular columnist for Kiplinger & US News & World Report, and a past spokesperson for the AARP Financial Freedom Campaign. In addition, she serves on the Board of Directors for CFP Board. In 2022, she was named the #4 Most Influential Financial Advisor in the Investopedia Top 100. She was named a “Woman to Watch” by Investment News in 2017.