July 24, 2020 FPA Quarterly Meeting-Ethics

July 24, 2020
11:00 AM - 1:00 PM
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FPA of GA Quarterly Meeting (Ethics)

Friday, July 24th, 2020 

11:00 a.m. - 1:00 p.m.

Ethics presentation:

Bonnie Kirchner, CFP®, MST, will speak on:

"The CFP Board Code of Ethics and Standards of Conduct" 

  • Identify the significant changes in the Standards and how the changes affect CFP® professionals.
  • Act in accordance with CFP Board's fiduciary duty.
  • Apply the Practice Standards when providing financial planning services.
  • Provide all disclosures required by the Standards.
  • Recognize, avoid, or fully disclose and manage conflicts of interest.

To Read Bonnie's Bio Click Here

2 Hour of GA Insurance Credit, 2 Hour of CFP Credit (applied for)

2020 Partnership Opportunities Click Here

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