REBROADCAST EVENT — It's a Whole New World: Practicing Under CFP Board's New Code of Ethics

Date/Time: November 26, 2008 (Noon–2 p.m. EST)
Presenters: Fredrick E. Adkins III, CFP^®Educational Track: Ethics
CFP Board CE Credit: 2.0 Approved
Career Level: I, II, III
FPA Competencies: Critical Thinking
CFP Board Topic List: Ethics
Cost: Early-bird pricing — $59 members. After Nov. 25 — $89 members, $109 nonmembers

Please Note: Registration for this event will end 15 minutes prior to the start. Entering the session late may cause problems with earning your CE credit. Please register early, as seating is limited.

Type of Event

Streaming: Audio and visual presentation through your computer. This session is a REBROADCAST of the May 20, 2008, session so no live questions will be taken.

About the Program

CFP Board's revised Standards of Professional Conduct, which took effect July 1, 2008, introduces significant changes to the ethical standards for CFP^® certificants. In addition to a new fiduciary duty of care for CFP certificants who provide financial planning services, the revised Standards also include enhanced guidelines for required disclosures and a new requirement for written agreements governing financial planning services.

Learn About

Key changes introduced in the revised Standards
The Principles of the Code and the key terminology in the revised code
Practical ways the revised Standards can help you serve the best interests of your clients

Who Should Attend

All CFP certificants and those involved with education or compliance support for CFP certificants.

Our Speaker

Fredrick E. Adkins III

Fredrick E. Adkins III, CFP^®, is CEO of The Arkansas Financial Group, Inc., an investment advisory firm that has provided comprehensive financial planning services since 1985. From 2000 to 2004, he served on the Board of Governors for Certified Financial Planner Board of Standards Inc. (CFP Board), serving as Chair in 2003.