Ethics and Retirement Planning CE and CFP Course

27 Oct

Ethics and Retirement Planning CE and CFP Course

Event Information

Date 10/27/2017
Time 12:00 pm - 2:00 pm
Location InSight Law, PLLC
Ashburn VA-Virginia






This course is designed to teach the Financial Professional the ethical issues involved when discussing retirement planning options for clients. We will discuss a case study that raises important estate planning issues that ethically must be considered when going through the retirement planning process.  Course Objectives include:

 

  • Defining the elements of the Fiduciary Standard CFP® are held to when working with clients;
  • Identify and determine when the Fiduciary Standard applies in various financial planning scenarios;
  • Understand the CFP Board’s Compensation Disclosure requirements;
  • Understand the CFP Board’s Conflict of Interest

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