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Self-Study Continuing Education Courses for Financial Professionals
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CFP Board Code of Ethics and Practice Standards with Case Study (CFP Board Approved Ethics Course) CFP® + CPA Credit
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Credits:
CFP®: 2
CPA: 3
Licenses:
CFP CPA PACE
(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. This course also carries CPA credit (3), CTFA credit (1.5), and PACE credit (3). Note: Please verify your state board of accountancy's ethics requirement in order to determine if this course will satisfy the 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 that went into effect on July 1, 2008. See Table of Contents for course content (see link under course title).
Course Information
Course text, glossary, review section, exam, e-Exam 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.
Program level: Overview; Course prerequisites: None; Advance preparation: None
Subject Codes/Fields of Study: CFP Board: "G" CFP Board Code of Ethics Program; CPA: Regulatory Ethics (does not satisfy individual state CPA ethics requirements).
Credit Information: CFP®, CPA, EA, CTFA, and PACE credit available in all states. CTFA credit hours: 1.5-FP.EA, PACE credit hours: Same as CPA.
In accordance with the standards of the National Registry of CPE Sponsors and the Quality Assurance Service (QAS), CPE credits have been granted based on a 50-minute hour.
Course-sponsor numbers:
CFP Board: 1008.
NASBA: Registry: 107615; Quality Assurance Service (QAS): 050.
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.
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.
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Print Price:
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$44.00
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Download Price:
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$44.00
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Copyright © 2001 - 2006 Beacon Hill Financial Educators. All Rights Reserved.
144 Cape Newagen Road, Southport, ME 04576
Phone - (toll free): 800.588.7039 - Fax: 877.902.4284
info@bhfe.com
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