Wednesday, June 17, 2020 from 12:00 PM to 2:00 PM EDT
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This is an online event. 



Diana Barlow 
FPA of Greater Rochester 

Ethics Program 2020


Please join us for a virtual continuing education program  presented by;

Jamie Block CFP, CPA/PFS, MBA, CDFA Mercer Advisors along with Doreen Haller  CFP(R), CRPC(R) Best Times Financial  

This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP professionals and those holding New York State Insurance licenses on CFP Board's new Code of Ethics and Standards of Conduct.

Course Objectives:
•Act in accordance with fiduciary duty.
•Recognize and avoid, or fully disclose and manage, Material Conflicts of Interest.
•Recognize situations when specific information must be provided to a client.
•Identify the structure and content of the revised Code and Standards, including significant changes and how the changes affect financial professionals.
•Apply the Practice Standards when providing financial planning.