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: Thursday, July 17, 2025
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®, NQPC™
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.)
NOTES: B.E.S.T. is not allowed to report an advisor’s credit hours or give an advisor a certificate of completion until the advisor has completed the mandatory CFP Board evaluation form. (Link information and fillable form sent to attendees via email prior to webinar and will also be available during live webinar.)
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 program fulfills the requirement of CFP Board approved Ethics CE. This program is designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, which is effective July 1, 2024.
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.”
