Learning Objectives

For Education Partners

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Learning Objectives

The Learning Objectives for CFP Board approved Ethics programs have been finalized for 2018/2019. This program is designed to educate CFP® professionals on the new Code of Ethics and Standards of Conduct that takes effect October 1, 2019. 

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

  1. Identify the structure and content of the revised Code and Standards, including significant changes 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.
  4. Recognize situations when specific information must be provided to a Client.
  5. Recognize and avoid, or fully disclose and manage, Material Conflicts of Interest.

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