CFPCodeOfEthics

CFP Board Code of Ethics: Online Version

4 Minnesota, 2 CFP®, 4 Wisconsin


$50.00

Product Description

4 HOURS INSURANCE CE FOR MN & WI AGENTS–2 HOURS CFP® CE AND MEETS THE BOARD’S ETHICS REQUIREMENT

This course provides an overview of the CFP® Board’s Ethical Standards, including the Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards. There can some confusion among practitioners about what standards apply in a given set of circumstances. This course is designed to clarify the requirements and to help you operate and communicate with clients with greater confidence and understanding. THIS COURSE QUALIFIES FOR THE ETHICS REQUIREMENT FOR MN & WI RESIDENT AGENTS AND FOR CFP® CERTIFICANTS. (Purchase includes the CFP Processing Fee and the ability to gain MN or WI Insurance CE credits.)

Additional Information

Approved Insurance CE, Mortuary Science or CFP® Hours

4 Minnesota, 2 CFP®, 4 Wisconsin

Required Courses

Ethics Approved

Ethics Approval

CFP Board, Minnesota, Wisconsin

Online Topics

CFP® Approved, Errors & Omissions, Ethics, Financial Matters, Required Course