CFP Board Approved Code of Ethics and Standards Live Webinars
The Retirement Resource Center is a CFP Board CE Sponsor with over 50 retirement-specific, live webinar, rebroadcast, and self-study courses approved by the CFP Board for CFP CE credit. Our monthly CFP Code of Ethics and Standards live webinars consistently earn high ratings and praise from attendees.
CFP BOARD CODE OF ETHICS CE DESCRIPTION
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 July 1, 2024.
CFP ETHICS CE LEARNING OBJECTIVES
By the end of this program, you will be equipped to:
LO 1: Recognize when a CFP® professional is providing Financial Advice.
LO 2: Apply the Fiduciary Duty.
LO 3: Describe when Financial Advice requires Financial Planning and the additional obligations that apply.
LO 4: Identify duties when using or referring other service providers or technologies.
LO 5: Describe the process the CFP Board follows to uphold the Code and Standards.
LO 6: Determine what information must be provided to the Client and when to document the exchange of information.
CFP Code of Ethics CE Live Webinars for CFP Certificants
EARN YOUR CFP CODE OF ETHICS CE
FOR ONLY $25!
Choose an upcoming monthly date that best fits your schedule.
What past attendees say:
“Thank you, Darin, Betty, and Kathy; this has been awesome information, and love the handout!”
“Darin: thanks for keeping us engaged on a ‘dry’ topic.”
“Excellent! Thank you!”
CFP Code of Ethics CE Live Webinars for Financial Planning Chapters (FPA)
A Turnkey CFP Ethics CE Program for Your Members
We’ll host the webinar for you on our GoToWebinar platform, manage registrations, troubleshoot technology issues during the webinar, monitor attendee participation, and provide you with reports documenting member attendance and feedback.
Our goal is to make this as easy for you as possible!
“Thank you for providing such a high-quality CFP Ethics course to our chapter. This was one of the best presentations we’ve had, and your team made the entire process effortless and smooth. Quite honestly, this is the first CFP Ethics course that I did not receive one email from an attendee asking for assistance in some way, which is a testament to how efficient your process is set up. You all did a spectacular job and we greatly appreciate it.”
– Melisa Hall, FPA DFW Executive Director
Interested in Retirement Speakers for an Upcoming Event?
Contact us to discuss your desired outcomes, for more information on presenters and learning plans, or to learn more about customization options by submitting this form.