Leading with Planning: Understanding CFP Board’s Revised Code and Standards
As a CFP® professional, you need to know how changes to the CFP Board’s revised Code and Standards affect you. Let us help.
On Friday, Dec. 20, we’re co-hosting our next webinar with the Academy of Home Equity in Financial Planning and the University of Illinois at Urbana-Champaign Financial Planning Program in “Leading with Planning: Understanding CFP Board’s Revised Code and Standards” – (Submitted For & Pending) 2 CFP Ethics CE Credit Hours.
In this webinar, Professor Jamie Hopkins, Dr. Craig Lemoine and the CEO of Blue Ocean Global Wealth Rita Cheng will break down the changes, which went into effect Oct. 1.
After this live webinar, you will learn:
– What changed in the CFP Board’s Code of Standards
– How to practice standards when providing financial planning services
– How to take reasonable care in recommending technology to clients
– And more.
Join Jamie, Craig and Rita from 2 to 4 p.m. CT on Friday, Dec. 20, to dive into CFP Ethics and how to lead with planning as an ethical and fiduciary best practice during our webinar, CFP Ethics and Leading with Planning as an Ethical and Fiduciary Best Practice” – (Submitted For & Pending) 2 CFP Ethics CE Credit Hours.