Live 2-Hour CE Webinar

Earn 2 credit hours of CFP / CIMA / CPWA / RMA Ethics CE with NO exam!

Ethics CE: CFP Board’s Revised Code and Standards:
Ethics for CFP Professionals (Course#: 277681)

Summary

During the webinar, Ed will present the CFP Board’s Ethics CE program to help bring CFP® professionals up-to-date on the new Code and Standards. This webinar is approved by the Certified Financial Planner Board of Standards, Inc. and meets the CFP Board’s Code of Ethics and Practice Standards Ethics CE requirement. It provides a comprehensive update and review of the CFP Board’s new Code of Ethics and Standards of Conduct (Code and Standards), with an emphasis on explaining to CFP® professionals what they need to do to meet the new standards.
(“Investments & Wealth Institute® has accepted this CFP Ethics webinar for 2 hours of CE credit towards the CIMA®, CPWA®, and RMA® certifications.”)

Advisor Testimonials

“Fantastic webinar, thank you!” ~ Merrill Lynch Advisor
“The CE course was of great value!”
~ Morgan Stanley Advisor
“Excellent webinar, timely and informative!”
~ Raymond James Advisor
 Ethics

Overview

PRESENTER: EDWARD J. BARRETT
CFP®, CHFC®, CLU®, CEBS®, RPA, CRPS®, CRPC®, CPFA
Founder, President and CEO of Broker Educational Sales & Training, Inc. (BEST)

Date: WEDNESDAY, MAY 19, 2021

Time: 2:00pm - 4:00pm EASTERN TIME

Credit: 2-HOURS OF CFP ETHICS CE*
(please read requirements below)

Cost: $49.00 (USD)

PAYMENT OPTIONS:
  1. CFP ONLY license: $49.00
  2. CIMA / CPWA ONLY license: $49.00
  3. CFP AND CIMA / CPWA licenses: $49.00 plus an additional fee of $25.00
    A $10.00 cancellation fee will apply for all refunds requested.
Attendees must participate in all polling questions during the webinar. (Credit received for attendee time logged and participation, NO EXAMINATION at end of webinar.)

Begin Registering Here

Thank you for your interest in our CFP Ethics live webinar. To begin registering, follow the detailed instructions listed below:
(DO NOT CLOSE ANY OF YOUR WEB PAGES UNTIL YOU HAVE GONE THROUGH EACH AND EVERY STEP LISTED BELOW.)

1. PAYMENT: After making your selection, entering your payment information and clicking on the “Pay With Your Credit Card” button, DO NOT CLOSE YOUR WEB PAGE, you will either be automatically taken to a registration page OR you must click on the “Go to Registration Form” button found at the bottom left of the online receipt page (NOT the emailed receipt). If you are unable to attend the webinar purchased, you may request to be switched to the next available webinar. (CANCELLATION FEE: A $10.00 cancellation fee will apply for all refunds requested.
2. REGISTRATION FORM: Open your emailed receipt. The subject will be “Transaction Receipt from BROKER EDUCATIONAL SALES.” You will need the Auth. # from the emailed receipt to complete the registration form; (found at the middle or toward the bottom of receipt). Fill out the form (on a separate web page than the payment/receipt pages). DO NOT CLOSE YOUR WEB PAGE, you will then be automatically taken to a Webinar Registration page. Click on the Webinar Registration button to proceed to Webex to register for the webinar.
3. WEBEX WEBINAR REGISTRATION: Click on the “Register” button found at the bottom of the screen/page and then fill out the short form (First Name, Last Name, Email), click on the "Submit" button to complete and then you should receive an email with your unique “Join event” link at the email address you entered.

NOTE: Download a copy of the presentation slides (when available) by clicking on the “Join event” link within the Webex email you received after registering for the webinar. On the Join event page, simply click on the desired material by clicking on the corresponding link(s) listed within the “Event materials” section found at the bottom of the page.)

We thank you for registering for the CFP Ethics Webinar. If you have any questions, please call BEST at 1-800-345-5669.

CFP Only credit:

CIMA/CPWA Only credit:

CFP AND CIMA/CPWA credit:

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*CE CREDIT INFORMATION FOR CFP ETHICS LIVE WEBINAR
(Webinar consists of a 120 minute (2 hour) presentation.)

  • In order to be granted credit and receive a Certificate of Completion, advisors MUST:
    1. Be logged into AND viewing the video/presentation NOT just listening to the audio (The presentation begins promptly at 2:00PM and the system tracks each individuals time and participation. Advisors must be logged in for a minimum of 120 minutes to receive credit.) (**Click here to view technical information.)
    2. View the ENTIRE presentation (from the time the presentation begins, until it ends / time prior to the start of the presentation DOES NOT count towards CE credit)
    3. Complete all polling questions during the webinar (credit received for attendee time logged and participation, no examination at end of webinar)
      1. An online form will pop up within your web browser AFTER the webinar has ended.
      2. You will also receive a technical/support email one (1) day prior to and on the day of the webinar start date/time that will contain a fillable copy of the Evaluation Form.
    4. Approved to meet the mandatory two (2) credit hour CE CFP Ethics requirement
      (Webinar does NOT include state insurance credit.)
    5. BEST will report the completed credit on your behalf within five (5) business days of this live webinar, as long as you have provided your advanced designation information at registration

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2021 Ethics Webinar Schedule

All webinar dates listed below fall on a Wednesday.
NOTE: Dates and times are subject to change.
*Please be aware that all times listed are Eastern Time Zone.

Date Time*
May 19 2:00PM – 4:00PM ET
June 23 2:00PM – 4:00PM ET
July 21 2:00PM – 4:00PM ET
August 25 2:00PM – 4:00PM ET
September 22 2:00PM – 4:00PM ET
October 20 2:00PM – 4:00PM ET
November 17 2:00PM – 4:00PM ET
December 15 2:00PM – 4:00PM ET

Need more CFP/CIMA/CPWA/RMA CE AND/OR STATE INSURANCE CREDIT?

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