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CFP Board Code of Ethics and Practice Standards with Case Study (CFP Board Approved Ethics Course) CFP® Credit Only View Table of Contents [ Print This Page ] Credits: CFP®: 2 Licenses: CFP (Scroll 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. It replaces our course "Ethics in Financial Planning." 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 that went into effect on July 1, 2008. 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.   Also included are sample disclosure forms and worksheets for capturing client values and goals. Course Information Course text, exam, e-Exam interactive answer sheet with instant online grading and certificate of completion. (Fax grading also available.) The e-Exam electronic form comes as an attachment to the PDF/download version of the course. If you order the printed version, you can download the e-Exam form from the Resources page on our Website. CFP Board Credit Reporting We report credits to CFP Board in batches each week. If you are completing this course within two weeks of your renewal date, you should enter your credits in your account manually as the CFP Board can take up to two weeks to enter the credits from our report into their database. Additional CE credit Information CFP® and PACE credit available in all states. Field of Study: CFP Board's Code of Ethics Program.  How to Order Order online or by phone (800-588-7039) To order online: 1. (Optional) Log-in or Open an Account. 2. Enter quantity below 3. Select how you would like to receive the course (printed materials sent in the mail or PDF file downloaded and saved to your computer). 4. Click "Add to Cart", continue shopping or proceed to secure checkout.  PDF Downloads: The PDF version of the course is downloaded, including the exam, from the purchase confirmation page (first download the course file to your computer, then open it.  Don't forget: Get 18% off when you order 3 or more courses. Discounts and shipping/handling, if applicable, are added during checkout, just before payment. Print Price:  $39.00 Download Price:  $39.00 Quantity  Purchase Option:  Print Version Download Version