Master the CFP Code of Ethics and Standards of Practice
Автор: Advise Wise
Загружено: 2025-04-24
Просмотров: 6994
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Professional Conduct is 8% of the CFP Exam. And yet, test takers should be spending more time learning the CFP Code of Ethics and Standards of Practice. In this video, I walk through the ETHICS framework to help those studying for the CFP exam understand and navigate the Code and Standards.
⏰ TIMESTAMPS
0:00 - Intro
1:46 - E: Engagement Type
4:49 - T: Transparent Disclosures
8:01 - H: Honoring Fiduciary Duties
10:21 - I: Integrity Foundations
15:27 - C: Conflicts of Interest
10:10 - S: Self-Reporting
Board's Code and Standards Case Studies
https://www.cfp.net/ethics/compliance...
#cfpexam #cfpexamprep #cfpcertification
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