August 12, 2020 – "Virtual" Ethics Meeting
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 Export to Your Calendar 8/12/2020
When: Wednesday, August 12, 2020
8:30 AM - 10:15 AM
Where: Zoom
New Jersey
United States


Online registration is available until: 8/12/2020
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Topic:    "Virtual" Ethics Meeting: CFP Board’s Revised Code &Standards

  

Description:   

 

The content of this program is based on CFP Board’s Code of Ethics and Standards of Conduct (Code and Standards), which is effective on October 1, 2019.

CFP Board created and provided this slide deck to the CE Sponsor for presentation. The presenter’s opinions do not necessarily represent those of CFP Board.

All material associated with this program is the property of CFP Board and may not be resold, republished or copied without the prior written consent of CFP Board.

 

Learning Outcome Statements:

  1. Identify the structure and content of the revised Code and Standards, including significant changes and how the changes affect CFP® professionals.
  2. Act in accordance with CFP Board's fiduciary duty.
  3. Apply the Practice Standards when providing Financial Planning.
  4. Recognize situations when specific information must be provided to a Client.
  5. Recognize and avoid, or fully disclose and manage, Material Conflicts of Interest.

Speakers:  

 

Thomas J. Duffy, CFP®

Founder & Principal Adviser

Jersey Shore Financial Advisors, LLC

  • Past board member FPANJ, Eastern Monmouth Chamber of Commerce, Estate Planning Council of Central NJ, Shore Regional Educational Foundation.
  • Adjunct instructor Financial Literacy at William Paterson University CFP Board
  • CE Sponsor for this program: BEACON HILL FINANCIAL EDUCATORS, INC.   

Credit Information:  Valid for two (2) CFP CE Ethics credits.  The CFP Board communicates approved credit to NJ Insurance for CFPs.  We provide certificates of attendance for self submission for other certifications, however no others are pre-approved.

 

Cost:  $35 for members, $50 for non-members.  

 

Location:  Zoom





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