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Join Chapter Executive Director, Melissa Kemp, for an engaging dive into this fresh information. This program fulfills the requirements for CFP Board approved Ethics CE. This program is designed to educate CFP® Professionals on the CFP Board's new Code of Ethics and Standards of Conduct, which became effective October 1, 2019. Those attending this virtual Course will gain the following:
*Understand the structure and content of the revised Code and Standards, including significant changes from prior rules.
*Describe CFP Board's Fiduciary Duty.
*Identify material conflicts of interest and how to avoid, or fully disclose, obtain informed consent, and manage them.
*Understand the duty to report to CFP Board and the duty to cooperate.
*Identify the Practice Standards when providing financial advice that requires financial planning.