Upcoming Date to Be Announced Soon! CFP Board Code of Ethics and Standards of Conduct
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The CFP Board is committed to setting and enforcing ethical standards that benefit the public.
As part of CFP® certification, all CFP® professionals commit to uphold the high standards outlined in the Code of Ethics and Standards of Conduct.
This helps give clients confidence they’re partnering with a financial advisor who will put them on the path to a secure future. The CFP Board’s Code of Ethics and Standards of Conduct requires CFP® professionals to uphold the principles of integrity, objectivity, competence, fairness and confidentiality. They make a commitment to put their clients’ interests first at all times when providing financial advice.
This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board’s new Code of Ethics and Standards of Conduct effective October 1, 2019.
In "CFP Board Code of Ethics and Standards of Conduct" with Darin Shebesta, you will learn:
LO 1: Understand the structure and content of the revised Code and Standards, including significant changes from prior rules.
Darin R. Shebesta, CFP®, AIF®, Vice President,
Jackson/Roskelley Wealth Advisors
Meet Darin R. Shebesta, CFP®, AIF®,
Jackson/Roskelley Wealth Advisors
Retirement planning experience
Darin’s previous experience as a research analyst with Templeton Financial Services from 2006 to 2007, and as vice president and wealth advisor with Jackson/Roskelley Wealth Advisors in 2008, set the stage for joining Raymond James in 2016 and specializing in integrated financial planning and investment management for the next generation, business owners, widows and attorneys.
Darin graduated with a bachelor’s degree in finance from the W. P. Carey School of Business and Barrett Honors College at Arizona State University. He is a Certified Financial Planner™ professional. He has also been featured or quoted in several publications including InvestmentNews, Forbes, CNBC, The Huffington Post, Young Money Magazine, MarketWatch, Financial Planning, OnWallStreet, The Arizona Republic, American Funds, and FSAstore.com, among others.
Darin’s various community involvement activities are numerous. Among them: past president, Financial Planning Association of Greater Phoenix, 2015; past president, HOBY Arizona, 2012 to 2015; board of governors member, HOBY International; Class 28, Scottsdale Leadership; former board member and chair for corporate outreach, Scottsdale Leadership; member, Rotary Club of Scottsdale; member, One FPA Advisory Council.
Retirement planning thought leadership and expertise
Darin helps bring clarity, insight and partnership to clients’ lives. He specializes in working with the next generation of professionals to develop a blueprint, prioritize challenges, implement solutions, and monitor their situation year after year, decade after decade to help achieve what’s important to them.
Darin is a Next Generation Financial Planner in Phoenix, Arizona who recognizes the importance of a client centered business model. He acknowledges the value of building a network of strategic partners to aid in the success of managing the client relationship. He understands the significance of developing relationships and helping others achieve their goals and objectives.
Darin earned the CERTIFIED FINANCIAL PLANNER™ Professional certification in 2010. He works with a team of well educated, ethical, and competent professionals who strive to make a difference for many individuals and families. He believes in the value of comprehensive financial planning and feel that advisors should have a fiduciary responsibility when working with their clients.
The clients he tends to work best with are business owners, attorneys, DINK’s, HENRY’s, and people who have gone through a transition such as a death or divorce.
Invest in Your Retirement Expertise.
2 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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