Join Managing Director of Carson Coaching Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP® along with Marguerita Cheng CFP® CEO Blue Ocean Global Wealth and Craig Lemoine CFP®, PhD, MRFC Director: University of Illinois Financial Planning Program as they discuss CFP® Ethics.
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.
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.