Efficient and Engaging Ethics Training for CFP® Professionals.
Earn 2 credit hours of CFP® Ethics CE. No exam required! (also approved for 2 credit hours of IWI & IAR Ethics)
Choose between a
dynamic 2-hour
OR explore a self-paced.
➤ Live Webinar Agenda
Presentation: Ethics CE: CFP Board’s Revised Code and
Standards Ethics for CFP® Professionals
Date: Tuesday, September 17, 2024
Time: 2:00PM - 4:00PM Eastern Time
Credits: 2 CE credit hours of Ethics - Also approved for 2 CE credit hours of IWI (CIMA®/CPWA®/RMA®) & IAR Ethics.
Cost per license type: See on payment selection buttons below.
Presenter: Edward J. Barrett,
CFP®, CHFC®, CLU®, CEBS®,
RPA®, CRPC®, CRPS®, CPFA®, AIF®
Founder, President and CEO of Broker Educational Sales & Training, Inc. (B.E.S.T.)
Active Participation Required: Obtain credit by engaging and remaining attentive throughout the webinar.
(Your credit will be based on the time you spend logged in and actively participating (activity recorded by GoTo), NO EXAMINATION REQUIRED.)
NOTE: This webinar does not qualify for State Insurance CE credit and costs include filing/certificate fees. (Breakdown of cost/fees will be listed during payment.)
A $10.00 cancellation fee will apply for all refunds requested.
CFP®: This webinar is approved by the Certified Financial Planner Board of Standards, Inc.
and fulfills the requirement for CFP Board approved Ethics CE. Certified Financial Planner Board of Standards Inc. owns the certification marks
CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP®, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s
initial and ongoing certification requirements.
IWI: Investments & Wealth Institute™ (IWI) has accepted this CFP® Ethics webinar for 2 hours
of CE credit towards the IWI certifications. (CIMA®, CPWA® and RMA®)
Disclaimer: “NASAA does not endorse any particular provider of CE courses.
The content of the course and any views expressed are my/our own and do not necessarily
reflect the views of NASAA or any of its member jurisdictions.”
Webinar Payment & Registration
Click on the professional designation
button needed below to begin the registration process.
(Click here for step-by-step instructions.)
NOTE: Do
not close any of your web pages / browsers until you are completely done registering. (SEE BELOW.)
Registering involves the following three web pages:
Payment page - Enter your payment information.
(Breakdown of cost/fees will be listed during payment.),
Attendee Registration form page - Enter your contact information
and other necessary information to receive CE credit, and
GoTo Registration page - Enter First Name, Last Name and Email Address
to register for the live webinar presentation within GoTo’s system.
CFP® ONLY Ethics Credit
Cost: $61.50
IWI ONLY Ethics Credit
(CIMA®, CPWA®, and RMA®)
Cost: $59.00
IAR ONLY Ethics Credit
Cost: $65.00
CFP® PLUS IWI Ethics Credits
Cost: $86.50
CFP® PLUS IAR Ethics Credits
Cost: $92.50
IWI PLUS IAR Ethics Credits
Cost: $90.00
CFP® PLUS IWI PLUS IAR Ethics Credits
Cost: $117.50
