May 30 2018 - Webinar - Financial Planner’s Ethical Dominance
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5/30/2018
When: Wednesday, May 30, 2018
12:00 PM — 2:00 PM EDT
Where: United States
Contact: Elizabeth (Liz) Ciccone
973.600.5124

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Ethics Webinar brought to you by Reverse Mortgage Funding LLC.

 

Financial Planner’s Ethical Dominance

 

Date: Wednesday, May 30, 2018

 

Time: 12:00 PM — 2:00 PM EDT


The Financial Planner’s Ethical Dominance® program provides a practical approach to learning the ethical standards of professional conduct and responsibility in an interactive format through the use of real-life scenario cases. After this two-hour session, attendees will have a concrete understanding of the dos and don’ts of working with your clients ethically as a CFP® Professional.

This session will:

  • Review the elements of fiduciary standards and when they apply
  • Deliver guidelines to help you determine if financial planning or materials elements of such are being provided
  • Help you determine when to communicate potential conflicts of interest
  • Explain compensation disclosure requirements to clients and potential clients
  • Review, interpret, and apply the principles, rules, practice standards and other critical elements of the Standards of Professional Conduct


Please Note: Two Approved CE Ethics credits will be provided for CFP, RICP, CLU and ChFC designations.

 

Questions? Call me, your local expert.
Elizabeth (Liz) Ciccone
Reverse Mortgage Specialist
NMLS # 781623
973.600.5124
lciccone@reversefunding.com
reversemortgagenewjersey.net

 

 

Register Now: retirementexpertsnetwork.com/ethical

 

 

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