September 25 2018 - Ethics Meeting
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9/25/2018
When: Tuesday, September 25, 2018
4:30 PM - 7:30 PM
Where: Apa Hotel Woodbridge
120 Wood Avenue South
Iselin, New Jersey  08830
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 Ethics Meeting. Please contact us for more details. This special offer expires 1 week before the meeting.

 

 


Speaker: Brett R. Danko, CFP®, CRPC - President and CEO of Brett Danko, LLC

 

Ethics Meeting Description: 
This course will present content on the financial planning process in the context of CFP Board’s Standards of Professional Conduct including the Code of Ethics and Professional Responsibility. Standards 200-1 and 200-2 regarding gathering client data will be examined in depth. There will be particular emphasis on the implications of these practice standards including the steps in the process and the integration of individuals and potential types of information involved. The fiduciary standard of care will also be discussed.

Participants will be encouraged to discuss real-life situations and issues facing CFP professionals in today’s highly competitive and compliance driven world.

 

   

Date: Tuesday, September 25, 2018


Time:

4:30 – 5:00 PM - Check-in & Cold Buffet
5:00 – 7:00 PM - Ethics presentation

 

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

Location: 

Apa Hotel Woodbridge
120 Wood Avenue South
Iselin, NJ 08830-2709
732-494-6200

 

Registration Fees:

 

FPANJ Members: 

Early Bird (Through 8/24/18) - $55
Registration (8/25/18 – 9/24/18) - $75
Onsite - No Onsite Registration Available

 

Non-Members: 

Early Bird (Through 8/24/18) - $95
Registration (8/25/18 – 9/24/18) - $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 24, 2018

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


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