IDFA Online Learning
CFP Ethics: The Revised Code of Standards
Recorded On: 10/09/2020
Learning Objectives Regarding the Revised Code and Standards:
- Learn about the significant changes to content.
- Learn about the new structure and organization.
- Learn about the duties to clients, firms and subordinates, and the CFP Board.
- Included are cases that emphasize the expanded application of fiduciary duty as well as the other significant changes to content.
You are required to take a 10-question quiz and score no lower than 80 in order to get two hours of CDFA CEs.
|Access Date||Quiz Result||Score||Actions|