CFP Ethics: New Standards for a Fiduciary World

Level of Complexity: Overview

Speaker(s)

• 

  Daniel Candura, CFP®

  President
  Candura Group, LLC

In this informative and engaging session, participants will use polls, videos and case studies to understand the learning objectives required by CFP Board for ethics training. Topics for this training include the revised Code and Standards and the affect on CFP® professionals, acting in accordance with CFP Board's fiduciary duty, applying the practice standards when providing Financial Planning, identifying situations when specific information must be provided to a client and managing Material Conflicts of Interest.

Learning Objectives:

• Identify the structure and content of the revised Code and Standards, including significant changes and how the changes affect CFP® professionals
• Describe actions to be in accordance with CFP Board's fiduciary duty
• Apply the Practice Standards when providing Financial Planning