CFP Board Code of Ethics Course - only 12 questions
This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP professionals on CFP Board's new Code of Ethics and Standards of Conduct.
Learning Objectives:
At the end of the course, participants will be equipped to: 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 full disclose and manage, Material Conflicts of Interest.
Assessment questions are at the end of each Learning Objective - there are 2 questions per Learning Objective. Total of 12 questions
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