Ethics CE: CFP Board’s Revised Code and Standards

This program fulfills the requirements for CFP Board approved Ethics CE. The program is designed to educate CFP® professionals on CFP Board’s new Code of Ethics and Standards of Conduct, which is effective October 1, 2019.

Upon conclusion, students will be able to:

  • identify the structure and content of the revised Code and 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

CFP Board Program ID:  248150

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