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FPA Houston Chapter Meeting - CFP Ethics Course
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9/11/2018
When: September 11
10:30 - 1:30 PM
Where: Junior League of Houston
1811 Briar Oaks Lane
Houston, TX  77027
United States
Contact: Melisa Hall
713-518-1785


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FPA Houston Chapter Meeting: CFP Ethics


 

  • Online registration is now closed. We will have a limited number of spots for walk in registrations.

  • FPA members are no longer required to sign in to receive the discounted FPA member rate.  However, all member registrations will be confirmed and if your membership has lapsed an additional $20 will automatically be added to your card on file to cover the non-member rate.
  • If you select the "2018 Season Ticket" as your payment option, you must have already pre-purchased the season ticket for this year. 

 

 

Financial Planner's Ethical Dominance

 

Jeffrey Rattiner, CPA, CFP, MBA, RFC

Approved for 2 CFP Ethics CE (Does not qualify for TDI Ethics)


CE credits will be filed by the speaker.  If you require CFP Ethics CE you must include both your CFP License # and last 4 digits of your social security # on the registration page.


Come hear Jeffrey Rattiner, CPA, CFP®, MBA, RFC, of Rattiner's Financial Planning Fast Track, Inc., provide an interesting and interactive two-hour CFP Ethics presentation, entitled, Financial Planner's Ethical Dominance. This fun session will cover the most current code and provide interesting real life scenarios of how CFP® Certificants have gotten in trouble by failing to follow the Code.

This program satisfies the two-hour CFP CE educational requirement offered through The Financial Planning Institute, LLC. In order to receive credit, you must attend the entire two hours (Late arrivals will not be admitted), sign in and sign out of the session, provide your CFP License number, and last four digits of your social security number.


Mr. Rattiner's educates financial advisors on how they can prepare for the CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification Examination in a boot camp format through his nationally recognized and acclaimed "Rattiner's Financial Planning Fast Track®” (FPFT) program. FPFT has won critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine and the October 2009 issue of The Register. His lively and entertaining teaching style has served professionals well for over 26 years. He has provided extensive training programs for employees at US Bank, Wells Fargo, Bank of America, SunAmerica, AIG Advisors, Smith Barney, Merrill Lynch, Piper Jaffray, UBS, TD Ameritrade, Charles Schwab, USAA, Advisor Group, Invesco Funds, American Express Financial Advisors, First Tennessee Bank, State Farm, Charles Schwab, TIAA-CREF, Sutro and Company, Resources Trust Co., Wealth Enhancement Group, for many of the largest CPA CPE providers, and to many others. He also informs & educates financial planners on how to become more successful in practice. 

 

 

 


 

Registration Fees

 

FPA Members $40
Guests/Non Members $60
2017 Season Ticket Holders $0 (Season ticket holders must have pre-purchased the season pass for 2017)
Corporate Partners N/C (must pre-register) 

 

 

Agenda

 

10:30 Doors open, check in and networking
11:00

Welcome & announcements & Sponsor Spotlight 

11:30 CFP Ethics Begins
(Attendees must be present for the full course time to receive credits)
1:30 Program concludes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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