Webinars

Ethics training doesn’t have to be dull or boring.

We offer two webinars each month. Sessions are held at varied days and times to accommodate different time zones.  Credits will be filed electronically by the close of business the day following the webinar. This is a live event and there is no test required. 

Click on the link to the left to register.

CFP Ethics CE: New Standards for a Fiduciary World  is accepted by CFP Board for 2 hours of ethics CE. Either session will meet your ethics requirement. Both cover the five learning objectives listed below:

  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.




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