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Eastern Iowa Chapter Event - Ethics - Current Standards for CFP and Insurance Professionals
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Eastern Iowa Chapter Event - Ethics - Current Standards for CFP and Insurance Professionals

Eastern Iowa Chapter Ethics Event

1/21/2020
When: Tuesday, January 21, 2020
1:30-4:30 pm
Where: Kirkwood Training & Outreach Svcs.
1770 Boyson Road
Hiawatha, Iowa  52233
United States
Contact: Amy Strasburger
319-899-2068

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Eastern Iowa Chapter - Ethics Event

Title:  Current Standards for CFP and Insurance Professionals and Their Implications in the Financial Planning Process

Speaker:  Brian Kallback, MA, MS, CFP, CLU of Loras College

During this live seminar, Brian Kallback will present the CFP Board’s Ethics CE program to help bring CFP® professionals up-to-date on new Code and Standards. This seminar will provide a comprehensive update and review of the CFP Board’s new Code of Ethics and Standards of Conduct (Code and Standards), with an emphasis on explaining to CFP® and Insurance professionals what they need to do to meet the new standards.

  

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