When

Wednesday, June 17, 2020 from 12:00 PM to 2:00 PM EDT
Add to Calendar 

Where

This is an online event. 
 

 
 

Contact

Diana Barlow 
FPA of Greater Rochester 
 
admin@nyfpa.org 
 

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.