As a CFP® professional, you need to know how changes to the CFP Board’s revised Code and Standards affect you. Let us help.
In our webinar, Professor Jamie Hopkins, Dr. Craig Lemoine and the CEO of Blue Ocean Global Wealth Rita Cheng break down the changes, which went into effect Oct. 1.
After the webinar, you will know:
Watch the webinar replay to dive into CFP Ethics and how to lead with planning as an ethical and fiduciary best practice.