CFP Board's Ethics Workshop
Ethics CE: CFP Board's Revised Code and Standards
presented by
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.

Learning Objectives:
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.
FPA Members: $25
Non-Members: $50
Registration Deadline: Monday, November 30
Click here to register.
Questions, contact Lori Somerville at 877-777-0600 or 
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