Learning Objectives

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Learning Objectives

The CFP Board Continuing Education Learning Objectives have been finalized for 2018 Ethics CE programs. The Curriculum is based on CFP Board's Code of Ethics & Professional Responsibility and Standards of Professional Conduct, as part of CFP Board's goal to assist CFP® professionals in understanding relevant practical applications of the Code and Standards.

At the end of the course, participants will be equipped to:

  1. Identify the significant changes in the Standards and how the changes affect CFP® professionals.
  2. Act in accordance with CFP Board's fiduciary duty.
  3. Apply the Practice Standards when providing financial planning services.
  4. Provide all disclosures required by the Standards.
  5. Recognize, avoid, or fully disclose and manage conflicts of interest.

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