Ethic CE CFP Boards Revised Code and Standards Ethics for CFP Professionals

Course Description

This course is designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, which became effective October 1, 2019. It is approved by the CFP Board and fulfills the 2-hour ethics requirement.

Learning Objectives

Upon completion of this course, you will be able to:

  • Understand the structure and content of the revised Code and Standards, the significant changes and how these changes affect CFP® professionals
  • Adhere to the CFP Board's fiduciary duty
  • Apply the Practice Standards when providing financial planning
  • Identify situations when specific information must be provided to a client
  • Recognize and prevent Material Conflicts of Interest
Price:  $19.95
IWI Credit
Credit Hours: 2/2/0
Credit Type: Ethics
Provider: Broker Educational Sales & Training, Inc.
Provider #: 114861
Study Level: Intermediate
Exam Details
Monitored: None
Questions: 100
Passing Score: 70%
Retakes: Unlimited