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SUMMARY:June 2025 Regional Ethics Webinar
DESCRIPTION:[see registration link below under website]\n  \nSPEAKER:\nCurt Weil\, CFP®\, is a long-time veteran of the profession\, past President and frequent presenter in Ethics. \n \nSUMMARY:\nThis program fulfills the requirement for CFP Board approved Ethics CE. It is designed to educate CFP® professionals on CFP Board’s latest Code of Ethics and Standards of Conduct. \nThe 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. \nSPEAKER BIO:\n45+ years as a stockbroker\, financial planner\, investment advisor; founder of a fee-only firm. Served on national boards of Financial Planning Association and Foundation for Financial Planning; volunteer with CFP Board of Standards; 35 years of teaching financial planning with University of California\, Santa Cruz. \nMore Information\n2.0 approval pending for CFP CEU is available for this session.\n**You will need to be logged into your computer or Zoom app and take a poll near the end of the meeting to receive CE credit for attendance. You may call in with your phone for audio in addition to logging in with your computer. \nNo refunds after June 10. \n 
URL:https://www.fpasv.org/event/june-2025-regional-ethics-webinar
LOCATION:CA
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