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

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