Fulfill Your 2-Hour CFP® Ethics Requirement

Live 2-hour CFP® Ethics webinar presentation OR online course.

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.


Webinar Agenda

➤ Live Webinar Agenda

Presentation: Ethics CE: CFP Board’s Revised Code and Standards Ethics for CFP® Professionals
Date: May 30, 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®, CEPA®, 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

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



2024 CFP® Ethics Webinar Schedule

Webinars are scheduled for Thursdays from 2:00PM - 4:00PM ET. Please review dates/times for any exceptions.
Registration for the upcoming month will open 1-2 business days AFTER the conclusion of the current month’s webinar.

Please note that dates and times are subject to change.
All times are Eastern Time Zone.

DATES
TIMES
May 30
2:00PM - 4:00PM
June 13
2:00PM - 4:00PM
July 18
2:00PM - 4:00PM


Complete Your CFP® Ethics at Your Own Pace

Meet your CFP® Ethics CE requirement through our online course.

Online Ethics Course

➤ CFP Boards Revised Code and Standards Ethics for CFP Professionals

Online Course Overview: Our program is tailored to provide CFP® professionals with comprehensive knowledge of the updated CFP Board’s Code of Ethics and Standards of Conduct. This course holds CFP Board approval and satisfies the 2-hour ethics requirement.

This course 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.

Investments & Wealth Institute™ (IWI) has accepted the CFP® Ethics course 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.”


Select from the credit type options below to start your course enrollment: