Ethics CE: CFP Board’s Revised Code and Standards
This program fulfills the requirement for CFP Board approved Ethics CE. This 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.

Course Publication Date: September 09, 2019

This course is available with NO ADDITIONAL FEE if you have an active ethics membership or can be purchased for $49.00!

Author:Frank Castillo CPA
Course No:CFP-ETHICS-15008
Recommended CPE:2.00
Delivery Method:QAS Self Study
Level of Knowledge:Intermediate
Prerequisites:None
Advanced Preparation:None
Recommended Field of Study:Regulatory Ethics
  
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Learning Objectives
  • 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.

CPE Depot Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Sponsor Number: 109423

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