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

 Export to Your Calendar 4/23/2020
When: April 23
3:00 pm start
Where: Map this event »
Karbach Brewery Company
2032 Karbach St.
2nd Floor
Houston, TX  77092
United States
Contact: Melisa Hall
713-518-1785


Online registration is available until: 4/22/2020
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FPA Houston Chapter Meeting: CFP Ethics

 

  

  • 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 $35 will automatically be added to your card on file to cover the non-member rate.
  • If you select the 2020 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, APRIL 22 - SPACE IS LIMITED AND WALK IN REGISTRATIONS WILL BE BASED ON AVAILABLE SPACE

 

    

 


CE:  This course qualifies for 2 CFP Ethics CE, it 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  New Code of Ethics Course

 

Attendees arriving later than 3:30 pm (or who may leave early) will not be eligible 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 - 7:00 -  Brews & bites!  Network with your friends and colleagues over good brews (or root beers!) and heavy appetizers!  

 

 


 

 

 

   

Melissa Kemp, CFP®, AEP®, CAP®, CNAP® currently serves as the contract Executive Director for the Financial Planning Association of Greater Phoenix.  Prior to accepting the Executive Director role in 2015, Melissa had been a chapter member since 2000.

 

She owns Premium Administration, LLC, specializing in providing professional administrative solutions to trustees of Irrevocable Life Insurance Trusts.  Operating continuously since 1998, this company accepts new business exclusively through referral networks.

She also owns Premium Organization, an Association Management Company, launched in 2000.  Premium Organization provides administrative solutions for many non profit organizations, including 501(C)(3), (C)(4), and (C)(6) type entities.

 

Melissa developed a fun and interactive Ethics course in 2017, called "A Pragmatic Walk Through the Ethical Looking Glass".  This course quickly became popular with CFP(R) attendees, because it incorporated gamification learning tools like Kahoot! and utilized authentic Anonymous Case Histories from the Disciplinary Ethics Commission.  Among the continuing feedback from professionals taking the course, many noted it was the first time an approved Ethics course actually delivered on every required learning objective and carved out time for useful ethics discussions.

 

When the Board elected to produce its own new Ethics Course in advance of rolling out the new practice standards, Melissa served on the Ethics Work Group volunteering time and talent to shape the new course.  Much of her early work proving that fun and interactive courses were possible and could meet the Ethics Learning Objectives opened a path for the final course to integrate many concepts from the Pragmatic Walk Through the Ethical Looking Glass.

 

 

 

Thank you to our platinum sponsor spotlight

 

        

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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2020 FPA Houston Season Ticket Application

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