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Welcome to the Academy of Financial Service’s 2019 Annual Meeting being held in Minneapolis, Minnesota in conjunction with FPA’s Annual Conference 2019. This is the full agenda for AFS. For details on FPA items, visit their Full Schedule. Please report any errors to support@academyfinancial.org.
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Wednesday, October 16 • 7:00am - 8:45am
FPA® Ethics: New Standards for a Fiduciary World [CFP CE]

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For more details, visit the FPA® Full Schedule.

In this informative and engaging session, participants will use polls, videos and case studies to understand the learning objectives required by CFP Board for ethics training. Topics for this training include the revised Code and Standards and the affect on CFP® professionals, acting in accordance with CFP Board's fiduciary duty, applying the practice standards when providing Financial Planning, identifying situations when specific information must be provided to a client and managing Material Conflicts of Interest.

Learning Objectives:
  • Identify the structure and content of the revised Code and Standards, including significant changes and how the changes affect CFP® professionals.
  • Describe actions to be in accordance with CFP Board's fiduciary duty
  • Applying the Practice Standards when providing Financial Planning

Speakers
DC

Daniel Candura, CFP®

Candura Group, LLC


Wednesday October 16, 2019 7:00am - 8:45am CDT
101 DEFG

Attendees (2)