BEST’s webinar is approved by the Certified Financial Planner Board of Standards, Inc. and it meets the CFP Board’s Code of Ethics and Practice Standards requirement. The webinar provides a comprehensive update and review of the CFP Board’s new Code of Ethics and Standards of Conduct (Code and Standards), with an emphasis on explaining to CFP® professionals what they need to do to meet the new standards.
New Port Richey, FL, October 11, 2018 — During BEST’s live webinar Edward J. Barrett, CFP®, CHFC®, CLU®, CEBS®, RPA, CRPS®, CRPC®, CPFA, Founder, President and CEO of Broker Educational Sales & Training, Inc. (BEST), will present the CFP Board’s Ethics CE program to help bring CFP® professionals up-to-date on the new Code and Standards. This webinar meets the mandatory two (2) credit hour CE CFP Ethics requirement.*
The following five learning objectives will be covered during the webinar:
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.
The fee for the webinar is $49.00. (Note: CFP advisors who also hold a CIMA or CPWA designation, may add credit for an additional fee of $25.00 by calling our Self-Study Department at 1-800-345-5669 one (1) business day AFTER the end of the webinar.)
Advisors may register for BEST’s CFP Ethics webinar by copying and pasting the following address, https://www.brokered.net/webinars/cfpethics/, into their web browser’s address bar. (Advisors are asked to follow the step-by-step instructions found at the top of the registration page.)
*CFP Ethics CE Credit Information:
Live Webinar Only: This webinar has been approved to meet the mandatory two (2) credit hour CE CFP Ethics requirement. If advisors provide their advanced designation information at registration, BEST will report the completed credit on their behalf within five (5) business days of the live webinar. Please be aware that advisors must view the event for a minimum of 120 minutes (2 hours) and complete the Evaluation Form to receive credit and a Certificate of Completion. (Credit is for the advanced designation listed above only. It does NOT include state insurance credit. Also, advisors must be logged into and viewing the video/presentation NOT just listening to the audio.)
About Broker Educational Sales & Training Inc. (BEST)
BEST is a leading provider of continuing education (CE) programs for financial and insurance professionals, accountants and attorneys throughout the country.
Contact BEST Toll Free at: (800) 345-5669
Office Hours: Monday – Friday, 8:30 AM – 5:00 PM ET
Corporate Address: 7137 Congress Street, New Port Richey, FL 34653
Corporate Website: www.brokered.net
Correspondence/Self-Study CE Courses: selfstudyce.brokered.net
Super CE Programs: www.brokered.net/super-ce.html
Podcast Episodes: http://rss.brokered.net/podcast/
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