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Ethics for CFP Professionals



All CFP® professionals must agree to abide by a code of ethics and standards of professional conduct that center on protecting clients and complying with employer policies. Understanding the CFP Board code and standards is critical to keeping your CFP® mark.

You’re probably thinking… “great, another boring ethics class. Some talking head telling me how to…", well, you know the rest.

Nope! Not that at all. Melissa Kemp has taken a unique and interactive approach to the CFP Board of Standards Ethics Course and created a fully interactive, dynamic Virtual Version which has games and fun wrapped up inside!

Join us for this energy packed discovery of the obvious and the nuanced issues inherent in practicing Financial Planning in a compliant firm.

This course fulfills the 2-hour ethics requirement for CFP® recertification.

Cost
FPA Members: $25; Non-Members: $50.
Payment and registration being process via FPA of Tampa Bay



View or Download CFP Board Code and Standards

Wednesday, June 23, 2021
1:00 PM - 3:00 PM Eastern Time

Location

Zoom Virtual Meeting Platform
   
 




Speaker Profiles

 

Melissa Kemp, CFP®, AEP®, CAP®, CNAP® currently serves as the contract Executive Director for the Financial Planning Association of Greater Phoenix. Prior to accepting the Executive Director role in 2015, Melissa had been a chapter member since 2000.

She owns Premium Administration, LLC, specializing in providing professional administrative solutions to trustees of Irrevocable Life Insurance Trusts. Operating continuously since 1998, this company accepts new business exclusively through referral networks.

She also owns Premium Organization, an Association Management Company, launched in 2000. Premium Organization provides administrative solutions for many nonprofit organizations, including 501(C)(3), (C)(4), and (C)(6) type entities.

When CFP Board elected to produce its own Ethics Course in advance of rolling out the new practice standards, Melissa served on the Ethics Work Group volunteering time and talent to shape the new course.




Event ID  299