Please note: These links will take you to FPA National's Web site.
Please note: These links will take you to FPA National's Web site.
Choose from 1,000s of financial planners, all of whom adhere to FPA's Code of Ethics.
Ethics In A Fiduciary World
Our CFP Board approved Ethics Presentation, Ethics in a Fiduciary World, is now ready for viewing. Upon completion of the webinar, complete the exam and send to the FPA of Greater Cincinnati per instructions on the exam sheet for 1 hour of CFP CE credit. Join us at the Symposium Lunch on Sept 22 for the 2nd part of the presentation, which complete the Biennial CFP Board Ethics education requirement.
CFP Board Ethics Education Course:
The FPA of Greater Cincinnati is offering a CFP Board approved custom designed Ethics Course for all attendees at the Symposium during lunch. The course will have two parts: a recorded "preparation webinar" to review the basics of the CFP Board's Standards of Professional Conduct" that will grant a one hour of CFP CE credit before the event. Then, at the Symposium, the lunch will offer a guest facilitator to propose ethical dilemmas, decision making strategies, and scenarios for discussion at the luncheon tables to further educate the membership about the ethical requirements. Upon completion of the lunch, this session will count for 1 hour of CFP Board Ethics CE credit. Together, these achieve the biennial Ethics CE requirements of the CFP Board and other professional organizations. You must complete pre-conference course work and attend this session to receive 2 Hours of Ethics continuing education credits.
PRE-CONFERENCE COURSE WORK ACCESS INFORMATION:
Streaming recording link:
https://fpagc.webex.com/fpagc/ldr.php?AT=pb&SP=MC&rID=95376867&rKey=7366a0b94412c8ba
Download recording link:
https://fpagc.webex.com/fpagc/lsr.php?AT=dw&SP=MC&rID=95376867&rKey=877a9d9e3f555572
Click here for the CFP disciplinary process pdf
Click here for the CFP Board Disciplinary Trends Webinar pdf
Click here for the FAQ CFP Board Standards pdf
Click here for the Symposium CFP ethics CE Program Part 1 pdf
Click here for the Updated Standards of Professional Conduct pdf