Self-Study Continuing Education Courses
for Financial Professionals

CFP Board Approved Ethics Course Covers the Newly Revised Code of Ethics View Table of Contents [ Print This Page ] Credits: CFP®: 2 Licenses: CFP (Scroll all the way down to order.) This course is approved by the Certified Financial Planner Board of Standards, Inc. and it meets CFP Board's Code of Ethics and Practice Standards requirement. About CFP Board Code of Ethics and Practice Standards with Case Study This ethics course provides a comprehensive review and case study of the newly revised Code of Ethics and Professional Responsibility and Financial Planning Practice Standards, which go into effect on July 1, 2008. (CFP Board has encouraged certificants to begin adhering to the revised Code of Ethics and Practice Standards before July 1.)   The first section provides an overview of the major changes to the Code of Ethics and Practice Standards as well as the rationale for making the changes. The second section covers the updated and revised terminology,  Principles, and Rules of Conduct of the Code of Ethics. The third section covers the Financial Planning Practice Standards using an in-depth and easy to follow case study of a hypothetical financial planning engagement that takes you through each of the six steps in the financial planning process.  After reading the case, you will gain a practical understanding of how the newly revised Code of Ethics and Practice Standards apply to the practice of financial planning. Also included are sample disclosure forms and worksheets for capturing client values and goals. Beacon Hill e-Exam This course comes with our e-Exam electronic exam answer sheet. You complete your exam on your computer using an electronic PDF form and, with the click of a button, Email it in for grading and, in under thirty minutes, you will receive an Emailed response with your certificate attached. The e-Exam electronic PDF form is included with the course file  on the downloadable PDF version of the course. You don't need to log-on to our Website – the form is attached directly to the course. ( If you prefer, you can print a blank answer sheet, complete it by hand, and fax it in.) If you are ordering the print version of the course, you can use the faxable answer sheet that is included with the course, or go online to our Resources page and download the e-Exam answer sheet form (course #98) . What's Included Course text, exam, e-Exam answer sheet with instant grading and certificate of completion (a faxable answer sheet is also included), and reporting to CFP Board. Additional CE credit Information CFP® and PACE credit available in all states. Field of Study: CFP Board's Code of Ethics Program.  Program delivery method: Self-study–print or download. How to Order Order online or by phone (800-588-7039) To order online: Enter quantity below Select purchase option (Print or Download Version) Click "Add to Cart" Discounts and shipping/handling, if applicable, are added during checkout, just before payment. The PDF version of the course can be downloaded from the purchase confirmation page that appears after payment is made (a link is also included in the purchase receipt that is Emailed to you.) Don't forget: Get 18% off when you order 3 or more courses! Print Price:  $39.00 Download Price:  $39.00 Quantity  Purchase Option:  Print Version Download Version