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Effective URL: https://www.brokered.net/cfpethics/
Submission: On August 08 via api from US — Scanned from CA

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Text Content

Insurance CE
NAIC Annuity Best Interest Standard Online Courses Self-Study Courses
Designation CE
CFP® Ethics CE Webinar CFP® Online CE Courses IWI Online CE Courses CFP® & IWI
Online CE Credit Courses
IAR CE
Online Courses Self-Study Courses
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Catalog
Company
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Contact Us
1-800-345-5669



FULFILL YOUR 2-HOUR CFP® ETHICS REQUIREMENT

Live 2-hour CFP® Ethics webinar presentation OR online course.


EFFICIENT AND ENGAGING ETHICS TRAINING FOR CFP® PROFESSIONALS.

Earn 2 credit hours of CFP® Ethics CE. No exam required! (also approved for 2
credit hours of IWI & IAR Ethics)
Choose between a dynamic 2-hourlive webinar OR explore a self-pacedonline
course.


➤ Live Webinar Agenda

Presentation: Ethics CE: CFP Board’s Revised Code and Standards Ethics for CFP®
Professionals
Date: August 22, 2024
Time: 2:00PM - 4:00PM Eastern Time
Credits: 2 CE credit hours of Ethics - Also approved for 2 CE credit hours of
IWI (CIMA®/CPWA®/RMA®) & IAR Ethics.
Cost per license type: See on payment selection buttons below.
Presenter: Edward J. Barrett, CFP®, CHFC®, CLU®, CEBS®, RPA®, CRPC®, CRPS®,
CPFA®, CEPA®, AIF®
Founder, President and CEO of Broker Educational Sales & Training, Inc.
(B.E.S.T.)
Active Participation Required: Obtain credit by engaging and remaining attentive
throughout the webinar. (Your credit will be based on the time you spend logged
in and actively participating (activity recorded by GoTo), NO EXAMINATION
REQUIRED.)

NOTE: This webinar does not qualify for State Insurance CE credit and costs
include filing/certificate fees. (Breakdown of cost/fees will be listed during
payment.)
A $10.00 cancellation fee will apply for all refunds requested.


CFP®: This webinar is approved by the Certified Financial Planner Board of
Standards, Inc. and fulfills the requirement for CFP Board approved Ethics CE.
Certified Financial Planner Board of Standards Inc. owns the certification marks
CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP®, and CFP® in the U.S., which it awards
to individuals who successfully complete CFP Board’s initial and ongoing
certification requirements.

IWI: Investments & Wealth Institute™ (IWI) has accepted this CFP® Ethics webinar
for 2 hours of CE credit towards the IWI certifications. (CIMA®, CPWA® and RMA®)

Disclaimer: “NASAA does not endorse any particular provider of CE courses. The
content of the course and any views expressed are my/our own and do not
necessarily reflect the views of NASAA or any of its member jurisdictions.”


Pay / Register for webinar View webinar schedule Presenter Bio Presentation
description


WEBINAR PAYMENT & REGISTRATION

Click on the professional designation button needed below to begin the
registration process.
(Click here for step-by-step instructions.)

NOTE: Do not close any of your web pages / browsers until you are completely
done registering. (SEE BELOW.)
Registering involves the following three web pages:
Payment page - Enter your payment information. (Breakdown of cost/fees will be
listed during payment.),
Attendee Registration form page - Enter your contact information and other
necessary information to receive CE credit, and
GoTo Registration page - Enter First Name, Last Name and Email Address to
register for the live webinar presentation within GoTo’s system.



CFP® ONLY ETHICS CREDIT

Cost: $61.50

Pay here



IWI ONLY ETHICS CREDIT
(CIMA®, CPWA®, AND RMA®)

Cost: $59.00

Pay here



IAR ONLY ETHICS CREDIT

Cost: $65.00

Pay here



CFP® PLUS IWI ETHICS CREDITS

Cost: $86.50

Pay here



CFP® PLUS IAR ETHICS CREDITS

Cost: $92.50

Pay here



IWI PLUS IAR ETHICS CREDITS

Cost: $90.00

Pay here



CFP® PLUS IWI PLUS IAR ETHICS CREDITS

Cost: $117.50

Pay here




2024 CFP® ETHICS WEBINAR SCHEDULE

Webinars are scheduled for Thursdays from 2:00PM - 4:00PM ET. Please review
dates/times for any exceptions.
Registration for the upcoming month will open 1-2 business days AFTER the
conclusion of the current month’s webinar.

Please note that dates and times are subject to change.
All times are Eastern Time Zone.

DATES
TIMES
August 22
2:00PM - 4:00PM
Tuesday, September 17
2:00PM - 4:00PM
October 17
2:00PM - 4:00PM
November 21
2:00PM - 4:00PM
December 12
2:00PM - 4:00PM

Pay / Register for webinar Testimonials



COMPLETE YOUR CFP® ETHICS AT YOUR OWN PACE

Meet your CFP® Ethics CE requirement through our online course.

➤ CFP Boards Revised Code and Standards Ethics for CFP Professionals

Online Course Overview: Our program is tailored to provide CFP® professionals
with comprehensive knowledge of the updated CFP Board’s Code of Ethics and
Standards of Conduct. This course holds CFP Board approval and satisfies the
2-hour ethics requirement.


This course is approved by the Certified Financial Planner Board of Standards,
Inc. and fulfills the requirement for CFP Board approved Ethics CE. Certified
Financial Planner Board of Standards Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNERTM, CFP®, and CFP® in the U.S., which it awards to
individuals who successfully complete CFP Board’s initial and ongoing
certification requirements.

Investments & Wealth Institute™ (IWI) has accepted the CFP® Ethics course for 2
hours of CE credit towards the IWI certifications. (CIMA®, CPWA® and RMA®)


Disclaimer: “NASAA does not endorse any particular provider of CE courses. The
content of the course and any views expressed are my/our own and do not
necessarily reflect the views of NASAA or any of its member jurisdictions.”


Select from the credit type options below to start your course enrollment:

CFP® ONLY IWI ONLY IAR ONLY CFP® PLUS IWI
CFP® PLUS IAR IWI PLUS IAR CFP® PLUS IWI PLUS IAR


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CONTACT

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8:30AM to 5:00PM Eastern Time

(800) 345-5669

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Top ⇑
Insurance CE
NAIC Annuity Best Interest Standard Online Courses Self-Study Courses
Designation CE
CFP® Ethics CE Webinar CFP® Online CE Courses IWI Online CE Courses CFP® & IWI
Online CE Credit Courses
IAR CE
Online Courses Self-Study Courses
Value-Add CE
Classroom CE Super CE Programs CE On-Demand Voucher Cards Branded Content
Catalog
Company
About Us Resources Testimonials
Contact Us
1-800-345-5669