Ethics and Retirement Planning CE and CFP Course


12:00 pm - 2:00 pm


Bookings closed


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


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