When

Friday, July 13, 2018 from 2:00 PM to 4:00 PM PDT
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Where

Maggiano's Little Italy (at Santana Row) 
3055 Olin Ave #1000
San Jose, CA 95128
 

 
Driving Directions 

Contact

Susan Adams 
Financial Planning Association of Silicon Valley 
877-808-2699 
execdirector@fpasv.org 
   

2018 Ethics Session

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Speaker:  Curt Weil, CFP

Meeting Description 

The course provides a comprehensive review of CFP Board’s Standards of  Professional Conduct, with an emphasis on the practical aspects of the Code of Ethics and Professional Responsibility.  This session fulfills the ETHICS requirement as put forth by the CFP Board.

Speaker Biography

Our presenter, Curt Weil, CFP, a long-time veteran of the profession, past President and frequent presenter in Ethics.

Pricing and Registration

Advanced pricing is available through July 10th:                                                                                     

FPA Members:  $40          Non-Members:  $60

Online Registration is open through Monday, July 10th.  At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm on  Tuesday, July 11th.

**Registration for the July 13th Chapter Meeting is NOT included with Ethics registration.  You are not required to attend Chapter Meeting in order to attend the Ethics session To register for BOTH the Chapter Meeting and Ethics, click here.