Join us on Thursday, November 2nd at 1 p.m. CT for our annual CFP Board Code of Ethics & Standards of Conduct session with Marguerita Cheng CFP®, CEO Blue Ocean Global Wealth.
At the end of the course, participants will be equipped to:
Identify the structure and content of the revised Code & Standards, including significant changes and how the changes affect CFP® professionals;
Act in accordance with CFP Board’s fiduciary duty;
Apply the Practice Standards when providing Financial Planning;
Recognize situations when specific information must be provided to a Client;
Recognize and avoid, or fully disclose and manage, Material Conflicts of Interest.
*To receive CFP® Ethics CE for this event you must be logged in the entire time under your full name on the computer and not just called in. You also need to engage in the questions prompts to receive CE. At the end of the webinar, you must fill out the full CE form in order to receive CE.