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FPA Houston Chapter Meeting - CFP Ethics Course @ Karbach
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FPA Houston Chapter Meeting - CFP Ethics Course @ Karbach

3/21/2019
When: March 21
3:00 pm start
Where: Karbach Brewery Company
2032 Karbach St.
2nd Floor
Houston, TX  77092
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 ACCEPT WALK IN REGISTRATIONS. FPA MEMBERS $45 / GUESTS $80

 

 

  • 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 "2019 Season Ticket" as your payment option, you must have already pre-purchased the season ticket for this year. 
  • ONLINE REGISTRATION WILL CLOSE AT 4:00 PM, MARCH 20 - SPACE IS LIMITED AND WALK IN REGISTRATIONS WILL BE BASED ON SPACE AVAILABLE

 

 CLICK HERE TO DOWNLOAD THE SPEAKER'S SLIDES/HANDOUT

 


CFP Ethics (qualifies for 2 CFP ethics CE, does not qualify for TDI Ethics)

  

 

AGENDA:  Join us for CFP Ethics at this new FUN venue!  

 

2:30 - Check in and registration

 

3:00 - Announcements and sponsor spotlight

 

3:30 - 5:30 - CFP Ethics

 

Attendees arriving later than 3:30 pm (or who may leave early) will not be able to receive CE credits - due to the CFP Board of Standards rules, attendees must attend the full CFP Ethics course to be granted CE.

 

5:30 - 6:30 -  Network with your friends and colleagues over good brews (or root beers!) and heavy appetizers!  

 

 

 

 

The 2019 CFP Board Ethics course is designed to bring practitioners up to speed on the changes to the Code of Ethics and Standards of Conduct approved earlier this year. Though these changes don’t replace the current Code and Standards until October 1, 2019, certificants are encouraged to start integrating the updates into their practices sooner rather than later. This course qualifies participants for two hours of CFP Board Ethics CE and covers the significant changes taking place.

 

Learning Objectives:

At the end of the course, participants will be equipped to:

  • Identify the significant changes in the Standards and how the changes affect CFP® professionals.
  •  Act in accordance with CFP Board's fiduciary duty.
  • Apply the Practice Standards when providing financial planning services.
  • Provide all disclosures required by the Standards.
  • Recognize, avoid, or fully disclose and manage conflicts of interest.

 

Guest speaker: Bonnie Kirchner, CFP®, MST has been a financial advisor since 1990 and a CFP ® Practitioner since 1996.  She has a degree in Financial Planning and Counseling from Purdue University and a Master of Taxation degree from Bentley University where she currently serves on the faculty. Not only is Ms. Kirchner an enlightening speaker on a number of financial planning concepts, but she is incredibly inspiring; especially when incorporating her own dramatic journey and the important lessons learned along the way. Prior to publishing her book, Who Can you Trust With Your Money?, published by FT Press, she co-anchored the morning drive radio business magazine, “Early Exchange”, and was the daily financial reporter for Boston’s CBS affiliate in addition to running her own practice. Her personal and professional experiences give her extraordinary insight into the issues surrounding trust and money as well as ethical breaches. Bonnie is the founder and owner of Sea Change Financial Education, a firm dedicated to educating individuals on financial matters and the emotions which drive decision making.

 

 

 

 


 

Thank you to our platinum sponsor spotlight

 

 

 

 

 

 

 

 

 

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