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Updated Ethics for CFP Professionals

Have you adapted your practice to meet the new CFP Board Code of Ethics and Standards of Conduct? Understanding the CFP Board Code and Standards is critical to keeping your CFP® mark.

You’re probably thinking… “great, another boring ethics class with 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.


View or Download CFP Board Code and Standards

Thursday, June 15, 2023
1:00 PM - 3:00 PM Eastern Time

Location
Zoom Virtual Meeting Platform
   
 



Speaker Profiles

 

Melissa Kemp, CFP®, AEP®, CAP®, CNAP® is currently the CEO of Financial Planning Association of Arizona. Melissa has a member of FPA 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  339