Upon completion of this course, 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

Certified Financial Planner® certificants