Let’s be honest: ethics courses have a reputation.

They’re mandatory for CFP® professionals. They’re based on strict guidelines set by the CFP Board of Standards. The content? Pre-written, narrowly scoped, and heavily scripted. And for those qualified and approved to teach it, there’s not a lot of wiggle room. It takes serious presentation chops—and a deep grasp of the material—to bring it to life in a way that truly connects.

So, you might be thinking: “Great… another dry ethics lecture with someone reading off slides telling me what I already know.”

Not this time.

Melissa’s delivery transforms the experience. Her sessions are interactive, relevant, and packed with real-world context. This isn’t just about checking a box—it’s about turning the CFP® Code and Standards into a toolkit you’ll actually use to reflect on and refine your own planning practices.

Join us for a high-energy, thought-provoking dive into both the obvious and subtle challenges of ethical financial planning in today’s compliant firm environment.

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

Cost
FPA Members: $25. Non-Members: $50