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Hosted by  FPA of Tampa Bay

Ethics for CFP Professionals

For CFP® professionals, the Ethics course is mandatory. Written by the CFP® Board of Standards, it contains pre-defined learning objectives with narrowly defined and largely scripted content. For those vetted and trained professionals willing to deliver the course, there isn't much room to maneuver. It takes significant presentation skill and extreme familiarity with the content to gain the Boards' education team comfort incorporating learning innovations.

You’re probably thinking… “great, another boring ethics class with some talking head telling me how to…", well, you know the rest.

Nope! Not that at all. Melissa’s course delivery is interactive, contextual and meaningful. It is the difference between two hours of your time to “check the box” or two hours of your time that fulfills a requirement AND facilitates your use of the Code and Standards as a tool (and toolkit) to consider and review your financial planning practice norms.

Join us for this energy packed discovery of the obvious and the nuanced issues inherent in practicing Financial Planning in a compliant firm.

This course fulfills the 2-hour ethics requirement for CFP® recertification.

FPA Members: $25; Non-Members: $50.

View or Download CFP Board Code and Standards

Thursday, June 13, 2024
1:00 PM - 3:00 PM Eastern Time


Virtual Webinar
via Zoom