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CFP Board Ethics  #100116

Course Details, Learning Objectives, Table of Contents

CFP® 2.0

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This course was updated on 1/1/2017.

Note: This course will expire at midnight, September 30, 2018 Eastern Time). A new version of the CFP Board Ethics course will be launched in early October, 2018. It will be a video-based course (no PDF or print versions will be available) and it covers CFP Board's revised Code and Standards, which go into effect (next year) on October 1, 2019. The current course expires at midnight (ET) September 30, 2018. If you purchase the current version of the course and don't complete it by that time, we will provide you with the new version of the course, free of charge, as soon as it is available.

Click here for important information regarding the new Ethics course.

About CFP Board Ethics:
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. 

The course provides a comprehensive review of CFP Board’s Standards of  Professional Conduct, with an emphasis on the practical aspects of the Code of Ethics and Professional Responsibility. Financial planning "Fact Patterns" and case studies are used to illustrate the steps in the financial planning process, the Practice Standards, and the Rules of Conduct. 

Need 30 CFP® credit hours? Purchase this course and either Advisor's Guide to Investment Planning #2958 (28 CE) or Private Wealth Management #1942 (28 CE). 

Course, Credit, Sponsor Information  
Open link (above): Course Details, Table of Contents, and Learning Objectives.

Course Format Options
If you purchase the "Online Book and Online Exam" option of a course, you get anytime access to the course (in PDF) and the online exam. Both can be printed.
If you purchase the "Hardcopy Book and Online Exam" option, you get online access to the course-PDF and exam, PLUS printed copies of both, sent via USPS or UPS.

Taking the Exam Online
Online exam is included in price and is accessed through your account.
The exam may be started, stopped, then resumed at a later date.
The exam is "open book," it is not timed, and it may be retaken if not passed (no charge).
Results (correct, incorrect answers), and certificate appear once you pass the exam.
CFP Board credits are reported weekly.

How To Register Online
1. Enter Quantity 
2. Select Purchase Option
3. Click Add to Cart
4. Click Begin Secure Checkout or Continue Shopping
5. If prompted, login (or Create an Account).
6. After checking out, return to "My Account" to view your course and online exam.

Discounts and shipping/handling, if applicable, are added during checkout
Hardcopy courses may also be purchased by phone: 800-588-7039 (Bus./EST)

Online Book, Online Exam Price   $39.00  $29.00 Sale Price
Hardcopy Book (mailed), Online Exam Price   $44.00  $39.00 Sale Price
Have a Question?
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