No Longer Accepting Reservations for this event.

It is a hallmark of an occupation seeking to be recognized as a profession that its services must be rendered ethically. Every CFP® certificant who engages in financial planning services with a member of the public really should intimately understand these crucial issues and their professional obligations.

Calling all CFP® Certificants, Candidates for CFP® Certification, and Students of Financial Planning
Join us at UNF Herbert University Center on Thursday, August for Ethics for CFP® Professionals. This course is accepted by CFP Board and fulfills the 2-hour ethics requirement for CFP® recertification.

What You'll Gain

• Greater awareness of complex and messy professional conduct issues;


• Deeper understanding of the connection between professionalism and ethical practices, and learn the standards applied to CFP Professionals;


• Greater understanding for ethical decision making and conduct specific to the financial planning profession.

About Our Practitioner Instructor
Harry joined Waddell & Reed in 1994. He is a member of the Financial Planning Association. He has taught in the financial planning certificate program at Queens University in Charlotte, and has taught continuing-education classes for other CFP® professionals.

Harry received his bachelor's degree in political science from Davidson College, and his master's degree in wealth and trust management from Gardner-Webb University.

Fulfill Your Ethics Requirement Now
Many courses that fulfill the ethics requirement for CFP Recertification expire at the end of September. If your reporting period ends between now and December 31, 2018 don't procrastinate -- check that requirement off your list by attending the August 23rd course.