Ethics and IRA Planning for Professional Advisors Approved for 2 CFP® Ethics Credits


10:00 am - 1:00 pm


Bookings closed

Event Type

1. Learn the CFP Ethics rules through a case study with various fact scenarios

2. What is the CFP fiduciary standard and when does it apply?

3. Compensation Agreement Disclosures and Sample Agreement Review

4. Beneficiary designations and ethical issues

5. Conflict of interest disclosures


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