CFP Board's Ethics Workshop
Ethics CE: CFP Board's Revised Code and Standards
Thomas P. Morrone, CFP®, CPA, Principal
US Wealth Management
Presentation has been accepted for 2 Ethics CFP® CEUs and 2 CT Insurance CEUs
Wednesday, December 2, 2020
12:30pm - 2:30pm EST
This course, to be presented by Thomas P. Morrone, CFP®, CPA, fulfills the requirement for CFP Board Ethics CE. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019. Click here for speaker bio.
At the end of the course, participants will be equipped to: 1. Identify the structure and content of the revised Code and Standards, including significant changes and how the changes affect CFP® professionals. 2. Act in accordance with CFP Board's fiduciary duty. 3. Apply the Practice Standards when providing Financial Planning. 4. Recognize situations when specific information must be provided to a Client. 5. Recognize and avoid, or fully disclose and manage, Material Conflicts of Interest.