Ethics and Retirement Planning CE and CFP Course

When

10/27/2017    
12:00 pm - 2:00 pm

Bookings

Bookings closed

Where

InSight Law, PLLC
44365 Premier Plaza, Suite 200, Ashburn, VA-Virginia, 20147

Event Type

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

Bookings

Bookings for this event have closed. Please click on 'View All Upcoming Events' for the next available session.