September 26 2017 - Ethics Meeting
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9/26/2017
When: Tuesday, September 26, 2017
4:30 PM - 7:30 PM
Where: Bergen Community College - Paramus Campus
Room C-211 in the Main Building (Pitkin Education Center)
400 Paramus Road
Paramus, New Jersey  07652
United States


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For a first-time new member CFP® Professional a $240 COMBINED SAVINGS on membership in the Financial Planning Association and member rate for the FPANJ Regional Meeting. Please contact us for more details. This special offer expires on 9/15/17.

 

 


 

“CFP Board Code of Ethics and Professional Responsibility 2016”
This class is designed to review ethical issues that professionals may face in their financial planning practices. This course examines the financial planning process, the material elements of financial planning, the importance of understanding whether you are providing financial planning or just material elements of financial planning, as well as topics surrounding the fiduciary standard and the need for full disclosure to your clients and how to apply the fiduciary standard in practice. This course will provide tools for handling conflicts of interest and ethical dilemmas, while staying in compliance with the Standards of Professional Conduct including the Code of Ethics and Professional Responsibility and Candidate Fitness Standards.

 

Speaker: Todd Stanard CFP®, ChFC, CRPC® - Aspire Performance Wealth Partners, LLC

 

Date: Tuesday, September 26, 2017


Time:

4:30 – 5:00 PM - Check-in and refreshments
5:00 – 7:00 PM - Ethics presentation

 

Credits: Accepted for 2 CFP® CEs for Ethics. Required every two years for CFP® Certificants
 

Location: 

Bergen Community College - Paramus Campus
Room C-211 in the Main Building (Pitkin Education Center)
400 Paramus Road
Paramus, NJ 07652

Click here for Directions and a Map.

 

Registration Fees:

 

FPANJ Members: 

Early Bird (Through 9/18/17) - $55
Pre-registration (9/19/17 – 9/25/17) - $75
Onsite - No Onsite Registration Available

 

Non-Members: 

Early Bird (Through 9/18/17) - $95
Pre-registration (9/19/17 – 9/25/17) - $115
Onsite - No Onsite Registration Available  

 

If you prefer sending a check as payment, please click here for a registration form and mail it with your check made out to:


FPANJ
551 Valley Road #365
Upper Montclair, NJ 07043

 

 

Registration Deadline: Monday, September 25, 2017

For your protection, credit card payments will only be accepted online.


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