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SUMMARY:Kitces Ethics CE Day
DESCRIPTION:Join Michael Kitces and Adam Van Deusen for a full day of expert-led ethics education designed to help you check off your entire IAR Ethics CE requirement — in one sitting. \nWhat you’ll get: \n\nAll 6 hours of your annual IAR Ethics & Professional Responsibility CE\nCredit that also counts toward CFP\, CIMA\, CPWA\, American College\, CPA\, and other designations\n5 CE-approved sessions (four 1-hour sessions\, one 2-hour session) led by top ethics and regulatory experts\n\nWhy it matters:\nSince 2022\, a growing list of states has required Investment Adviser Representatives to complete 12 hours of CE each year — half on Products & Practice\, half on Ethics. If you serve more than a de minimis number of clients in an affected state\, this requirement applies to you. \nGood to know: \n\nAttendance is required for at least 50 minutes of each 1-hour session (100 minutes for the 2-hour session) to earn credit\nKitces reports your completion directly to CFP Board\, American College\, IWI\, and FINRA by September 10\nGuest speakers to be announced\n\nSave the date and get your entire year’s ethics CE done in a single day. \n[CLICK THE WEBSITE LINK BELOW TO REGISTER]
URL:https://www.fpasv.org/event/kitces-ethics-ce-day
LOCATION:CA
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