FPA of Southern AZ CFP Board's Code of Ethics and Standards of Conduct

CFP Board's Code of Ethics and Standards of Conduct

Learning Objectives:

• Actin accordance with CFP Board's fiduciary duty.

• Recognize situations when specific information must be provided to a client.

• Recognize and avoid, or fully disclose and manage, Material Conflicts of Interest.

• Identify the structure and content of the revised Code and Standards, including significant changes and how the changes affect CFP professionals.

• Apply the Practice Standards when providing financial planning.

Join Zoom Meeting

https://financialplanningassociation-org.zoom.us/j/95962714835?pwd=aXl4TTFrUkppZFRBSm5xM2xYejBwZz09

Meeting ID: 959 6271 4835

Passcode: 813236

One tap mobile

+13462487799,,95962714835# US (Houston)

+16699006833,,95962714835# US (San Jose)

Dial by your location

       +1 346 248 7799 US (Houston)

       +1 669 900 6833 US (San Jose)

       +1 253 215 8782 US (Tacoma)

       +1 312 626 6799 US (Chicago)

       +1 929 205 6099 US (New York)

       +1 301 715 8592 US (Washington DC)

Meeting ID: 959 6271 4835

Find your local number: https://financialplanningassociation-org.zoom.us/u/aeas5Fm89T

Wednesday, June 8th, 2022

Location: Zoom

2 Hrs of CFP CE Credits

7:30am - 9:30am

RSVP to Gerry Oldenski

gerry@dynasetaz.com