Virtual Course Library

Virtual Courses

As a CFP Board approved continuing education provider, we offer industry-leading Virtual CE, including a Code and Standards course. The Code and Standards course satisfies the required 2 hour of Ethics. CFP^® professionals require 30 continuing education (CE) credits every two years for CFP^® certification renewal. Our courses are updated annually to reflect the latest policies and tax laws. They are taught by CFP^® professional instructors who actively work in the industry. Each course provides a printable certificate and CE credit submission to the CFP Board. Please note that these courses are not registered for state Insurance CE or other designations. We encourage you to self-report those credits.

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Code and Standards CE:

August 15, 2024 11:00 AM-1:00 PM (ET)
November 14, 2024 11:00 AM-1:00 PM (ET)

Price: $69.00

The course will be offered with live instruction via the Zahn Student Center. Attendees will need to have access to webcam to ensure attendance. Course will be available in our student portal.

We are committed to providing CFP^® professionals content with current information. Code and Standards course is available for the calendar year. The content is aligned to CFP Board’s new Code and Standards. The goal of this program is to position the application of CFP Board's Code and Standards as the foundation for ethical financial planning. By the end of this program, the participant should be equipped to:

LO 1: Understand the structure and content of the revised Code and Standards, including significant changes from prior rules.
LO 2: Describe CFP Board's Fiduciary Duty.
LO 3: Identify Material Conflicts of Interest and How to Avoid, or Fully Disclose, Obtain Informed Consent, and Manage Them.
LO 4: Understand the Duty to Report to CFP Board and the Duty to Cooperate.
LO 5: Identify the Practice Standards When Providing Financial Advice that Requires Financial Planning or Financial Planning.
LO 6: Understand the Duty to Provide Information to Clients When Providing Financial Planning and/or Financial Advice.

2 CE credits for CFP^® professionals

Orders placed after business hours will be processed the next business day. Students will not gain access to the course until event day.

COURSE	DESCRIPTION	CREDITS	PRICE
289700	Code and Standards 2024 (Virtual) 08/15/2024 11:00 AM-1:00 PM (ET) Details See browser requirements above More Information 289700: Code and Standards 2024 (Virtual) 08/15/2024 11:00 AM - 1:00 PM (EST) $69.00 Add To Cart This program reviews the application of CFP Board's Code of Ethics and Standards of Conduct as the foundation for ethical financial planning. By the end of this program, the attendees should be equipped to: LO 1: Understand the structure and content of the revised Code and Standards, including significant changes from prior rules. LO 2: Describe CFP Board's Fiduciary Duty LO 3: Identify Material Conflicts of Interest and How to Avoid, or Fully Disclose, Obtain Informed Consent, and Manage Them. LO 4: Understand the Duty to Report to CFP Board and the Duty to Cooperate. LO 5: Identify the Practice Standards When Providing Financial Advice that Requires Financial Planning or Financial Planning. LO 6: Understand the Duty to Provide Information to Clients When Providing Financial Planning and/or Financial Advice.	2.00	$69.00	Order
289700	Code and Standards 2024 (Virtual) 11/14/2024 11:00 AM-1:00 PM (ET) Details See browser requirements above More Information 289700: Code and Standards 2024 (Virtual) 11/14/2024 11:00 AM - 1:00 PM (EST) $69.00 Add To Cart This program reviews the application of CFP Board's Code of Ethics and Standards of Conduct as the foundation for ethical financial planning. By the end of this program, the attendees should be equipped to: LO 1: Understand the structure and content of the revised Code and Standards, including significant changes from prior rules. LO 2: Describe CFP Board's Fiduciary Duty LO 3: Identify Material Conflicts of Interest and How to Avoid, or Fully Disclose, Obtain Informed Consent, and Manage Them. LO 4: Understand the Duty to Report to CFP Board and the Duty to Cooperate. LO 5: Identify the Practice Standards When Providing Financial Advice that Requires Financial Planning or Financial Planning. LO 6: Understand the Duty to Provide Information to Clients When Providing Financial Planning and/or Financial Advice.	2.00	$69.00	Order