This session discusses how CFP® professionals should uphold high standards and ethical practices. Through this course, you will learn about the paramount obligation of CFP® professionals to act as fiduciaries, ensuring that they put their clients’ interests first when delivering financial advice as well as other obligations under the Code and Standards.
Choose between the following learning methods. No matter which best fits your schedule, the College reports your hours to CFP Board upon your completion of the attestation at the end of the course.
Please note: For CE courses for CFP® certification renewal, you will be charged an additional fee of $.60 per credit hour associated with reporting your hours to CFP Board. You will be charged the appropriate fee before you attempt the CE course’s final exam.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The College for Financial Planning®—a Kaplan Company does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards, Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. The College for Financial Planning®—a Kaplan Company is an education and exam prep review provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any education or review course or receive financial remuneration from education or review course providers.
