Ethics CE: CFP Board’s Revised Code and Standards - 8:00am - 10:00am
Speaker: Virginia Harriett, CFP
Program Description
This course was revised and updated on 4/1/2021. This program fulfills the requirement for CFP Board approved Ethics CE. The program is designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, which became effective on October 1, 2019.
Legal Ethics - 10:15am - 12:15pm
Speaker: Gregory S. Martinelli, J.D.
Program Description: An ethics presentation featuring Circular 230 – The Basics and More presented by Gregory Martinelli. In this presentation Mr. Martinelli will cover the “tax ethics” regulatory landscape including the following information on Circular 230; an overview, key practical provisions, handling tax information, rendering tax advice, and sanctions regime.