CFP Ethics Programs

CFPs are required to fulfill a 2 hour CFP ethics course every two years to maintain their certification. The ethics requirement demonstrates to the public that certificants have agreed to provide personal financial planning in the client’s best interest and to act in accordance with the highest ethical and professional standards for the practice of financial planning. We are happy to assist in fulfilling this requirement in three different ways:

Live Ethics Program
Every other year we provide a live program where certificants are able to review the information with an instructor in a classroom environment. Our next live program will take place in 2020.

Online Ethics Program
We offer a self-study program that you can do on your own time through a link that contains an automated PowerPoint with internal video. There is no skipping forward in the modules, so it will take about 2 hours to complete in order to fulfill the requirements. Please email [email protected] to participate or for more information.

Online Ethics Program – Symposium
The registration fee at our symposium includes the online self-study course mentioned above.