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Submission: On March 28 via api from US — Scanned from DE

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ETHIC CE CFP BOARDS REVISED CODE AND STANDARDS ETHICS FOR CFP PROFESSIONALS

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COURSE DESCRIPTION

This course is designed to educate CFP® professionals on CFP Board's new Code of
Ethics and Standards of Conduct, which became effective October 1, 2019. It is
approved by the CFP Board and fulfills the 2-hour ethics requirement.



LEARNING OBJECTIVES

Upon completion of this course, you will be able to:


 * Understand the structure and content of the revised Code and Standards, the
   significant changes and how these changes affect CFP® professionals
 * Adhere to the CFP Board's fiduciary duty
 * Apply the Practice Standards when providing financial planning
 * Identify situations when specific information must be provided to a client
 * Recognize and prevent Material Conflicts of Interest

Price:  $29.95
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IAR Credit Credit Hours: 2 Credit Type: Provider: Provider #: Study Level: Exam
Details Monitored: Questions: 20 Passing Score: % Retakes: 3 attempts

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