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When

Friday, August 24, 2018 from 11:30 AM to 1:30 PM PDT
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Where

Golden Gate University 
535 Mission Street
Room 4225
San Francisco, CA 94105
 

 
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Contact

Holly Wilkerson 
Executive Director
FPA of San Francisco 
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Email 
info@fpasf.org 
Website www.fpasf.org

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  Meeting Details - GOLDEN GATE UNIVERSITY

Friday, August 24, 2018
11:30 am - 1:30 pm

Topic:
Ethics Course
(Brown Bag Meeting)

Speaker(s):
 Curt Weil, CFP
Weil Capital Management



Program Description:

Beacon Hill Financial Educator’s CFP Board Ethics Workshop is an engaging seminar-presentation that provides a comprehensive review of CFP Board’s Standards of Professional Conduct. The Code of Ethics and Professional Responsibility is covered, followed by an overview of the Financial Planning Practice Standards and the Rules of Conduct, as they relate to the Six-Step Financial Planning Process. Financial planning "fact patterns" are used to explain how material elements of the financial planning process determine if a financial planning relationship exists and if a financial planning engagement is warranted. 

S    Speaker Bios:
Curt Weil, CFP, Weil Capital Management
Our presenter, Curt Weil, CFP, veteran planner, is a past President of FPA of Silicon Valley and previous Chairman of the Board for FPA of California, former member of the FPA national board and the Foundation for Financial Planning board and frequent presenter in Ethics. 

*This Ethics Course qualifies for 2 hours of CE credit.