IDFA Online Learning
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.
Peggy Frye
CeFT
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CFP Ethics: The Revised Code of Standards
10/09/2020 at 2:15 PM (EDT) | 120 minutes
10/09/2020 at 2:15 PM (EDT) | 120 minutes
CDFA and CFP Certificate
2.00 CE credits | Certificate available
2.00 CE credits | Certificate available