|Event Date||Fri Jul 24 EDT (over 1 year ago)|
Maggiano's Little Italy
1601 Cumberland Mall SE, Atlanta, GA 30339, USA
Come out and network with your colleagues and enjoy the Ethics presentation:
• 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.
Financial advisor & CFP