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  • CFP Board’s Revised Code and Standards

CFP Board’s Revised Code and Standards

  • 07/21/2021
  • 12:00 PM - 2:00 PM
  • Virtual

CFP Board's Revised Code and Standards

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This CFP Board-approved continuing education course fulfills the 2-hour ethics requirement and has been designed to educate CFP® professionals regarding the new Code of Ethics and Standards of Conduct effective October 1, 2019.

Offered as a 2-hour live online course, an expert faculty member reviews significant changes from previous Standards and how these changes affect CFP® professionals. Additionally, the course reviews CFP Board's fiduciary duty, the application of the Practice Standards when providing financial planning, the recognition of circumstances in which specific information must be provided to a client, and material conflicts of interest.

A web camera and microphone are not required to enroll in or attend our live online Ethics CE course.

Upon successful completion of this course, the College will submit your credit hours to CFP Board.

  • No charge for FPA Members and Partners (must log in to register)

FPA of RI is covering the cost of this webinar and attendance is limited, therefore, registration is for MEMBERS only.  

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