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
Melissa Kemp, CFP®, returns with a session on CFP Board Rules of Conduct and the Practice Standards with a emphasis on the changes that become effective October 1, 2019. Prepare to learn and laugh during this sometimes frenzied and fun-filled course. Unlike other ethics classes, you'll need your cellphone, tablet or laptop.
This course is accepted by CFP Board and fulfills the 2-hour ethics requirement for CFP® recertification.