Planning and staying up-to-date in the financial industry is crucial for professionals, and B.E.S.T. is offering the perfect solution with their webinar that fulfills the Certified Financial Planner Board of Standards, Inc.’s requirement for CFP Board approved Ethics CE. This engaging and entertaining presentation is designed to educate CFP® professionals on the CFP Board’s new Code of Ethics and Standards of Conduct. The webinar has also been approved for 2 CE credit hours of IWI (CIMA®/CPWA®/RMA®) & IAR Ethics.
CFP® professionals are required to complete 30 hours of continuing education (CE) each reporting period, including 2 hours of CFP Board Ethics CE and 28 hours of CE covering one or more of CFP Board’s Principal Topics. The B.E.S.T. webinar is the perfect opportunity to fulfill the Ethics CE requirement while gaining valuable knowledge and skills.
The webinar presentation equips professionals with a comprehensive understanding of the revised Code and Standards, including significant changes from prior rules. Participants will also learn about CFP Board’s Fiduciary Duty, how to identify material conflicts of interest and manage them, and the duty to report to CFP Board and cooperate. Additionally, the presentation covers the practice standards when providing financial advice that requires financial planning, as well as the duty to provide information to clients when providing financial advice and/or financial planning.
The webinar includes six learning objectives, six required exercises, five case studies, and five polling questions to engage participants in an interactive learning experience. At the conclusion of the presentation, participants will also be required to complete a CFP Board Evaluation Survey. The cost of the webinar includes the CFP Board fee of $2.50, with an additional governing board filing fee of $6.00 if IAR CE credit is added.
It is important to note that the webinar has been approved by the Certified Financial Planner Board of Standards, Inc. for fulfilling the requirement for CFP Board approved Ethics CE. In addition, the Investments & Wealth Institute™ (IWI) has accepted this CFP® Ethics webinar for 2 hours of CE credit towards the IWI certifications, including CIMA®, CPWA®, and RMA®.
Furthermore, it’s essential to keep in mind the disclaimer that “NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.”
In conclusion, the B.E.S.T. webinar offers an informative and engaging opportunity for CFP® professionals to fulfill their Ethics CE requirement while gaining valuable knowledge and skills to enhance their practice. It’s a must-attend event for professionals who strive to stay ahead in the financial industry. Visit https://www.brokered.net/cfpethics/ for more information on dates and times for the webinar.
