Financial Planner Training in Ethics
Get CFP® Board-accredited Ethics Credit:
Presented by Herb Daroff, J.D., CFP®
Credit(s): 2 CFP® Ethics CE Hours
Description: Are your clients hearing what you think you said? Unintended ethical lapses may occur, especially where communication isn't clear. Join us for an exploration of CFP® Board's Ethical Standards, including the Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards. There's a lot of confusion among practitioners about what standards apply in a given set of circumstances. This session is designed to clarify the requirements and to help you operate and communicate with clients with greater confidence and understanding.