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Ethics

October 11, 2019 @ 2:00 pm - 4:00 pm

Overview:

This program fulfills the requirement for CFP Board-approved Ethics CE. It is designed to educate CFP® professionals on CFP Board’s new Code of Ethics and Standards of Conduct, which is effective October 1, 2019. The goal of this program is to position the application of CFP Board’s Code of Ethics and Standards of Conduct as the foundation for ethical financial planning.

TOPIC: Ethics

Speaker: Curt Weil, CFP®

About the Speaker:

Our presenter, Curt Weil, CFP®, is a long-time veteran of the profession, past President and frequent presenter in Ethics.

Cost:

Early Registration $40.00 members $60.00 non- members.
At the door $60.00 for FPA members, $75.00 non-members.

Registration: Click here

 

Details

Date:
October 11, 2019
Time:
2:00 pm - 4:00 pm
Website:
http://events.r20.constantcontact.com/register/event?oeidk=a07eglas1jb98e17978&llr=9v8v6qpab

Venue

Maggiano’s Little Italy (at Santana Row)
3055 Olin Ave #1000
San Jose, CA 95128 United States
+ Google Map
Phone:
877-808-2699