Self-Study CPE Courses for Financial and Tax Professionals

CFP Board Ethics Also with CPA credit View Table of Contents [ Print This Page ] CPE Credit: CFP®: 2 CPA:   3 Licenses: Certified Financial Planner® Certified Public Accountant (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. CPA credit: In addition to 2 CFP® credits, this course carries 3 CPA credits. NOTE: Check with your state board of accountancy for specific state-specific ethics requirements.  This course provides a comprehensive update and review of CFP Board’s Standards of Professional Conduct, with an emphasis on the practical aspects of the Code of Ethics and Professional Responsibility, the Financial Planning Practice Standards, and the Rules of Conduct. Case studies present examples of violations of the Rules of Conduct. Sample disclosure forms and client financial worksheets are included in the Appendix.  See link at the top of the page to open Table of Contents and Learning Objectives. Course text: (53 pages): and exam. Authors: Renee Porter-Medley, CFP®, Christine Cargnoni CFP® Exam and Grading: Included in price. Exam can be taken online or by fax.  Program delivery method: Self-study (interactive), available in print or PDF (downloaded upon purchase). Program level: Overview; Course prerequisites: Basic familiarity with CFP Board Standards of Professional Conduct; Advance preparation: None CFP Board Credit Reporting: We report credits to CFP Board each week and at the end of the month.  Additional CE credit Information: CFP® CPA, and  PACE credit available in all states. Field of Study: CFP Board's Code of Ethics Program. (CPA credit: regulatory ethics). NAPFA members: download a NAPFA credit-by-subject chart from our Resources page. Program Sponsor Information: CFP Board: 1008. NASBA: Registry: 107615; Quality Assurance Service (QAS): 050. IRS: 593. Individual State Boards of Accountancy requiring sponsor registration:     Florida 4761; New York: 002146; Ohio: M0021; Texas: 009349. 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.   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 Print (printed materials sent in the mail)  or Download (Save PDF to your computer at checkout). 4. Click "Add to Cart", continue shopping or proceed to secure checkout.  PDF Downloads: Download the course-PDFat the end of check-out. See the link on the purchase confirmation page (as well as on the E-mail receipt sent after purchase).  SAVE 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. Download Price:  $44.00 Print Price:  $49.00 Quantity  Purchase Option:  PDF/Download Print Version (U.S. addresses only)