Where
Maggiano's Little Italy (at Santana Row)3055 Olin Ave #1000
San Jose, CA 95128
Driving Directions
Contact
Susan AdamsFinancial Planning Association of Silicon Valley
877-808-2699
execdirector@fpasv.org
2018 Ethics Session
Speaker: Curt Weil, CFP®
Meeting Description
The course provides a comprehensive review of CFP Board’s Standards of Professional Conduct, with an emphasis on the practical aspects of the Code of Ethics and Professional Responsibility. This session fulfills the ETHICS requirement as put forth by the CFP Board.
Speaker Biography
Our presenter, Curt Weil, CFP®, a long-time veteran of the profession, past President and frequent presenter in Ethics.
Pricing and Registration
Advanced pricing is available through July 10th:
FPA Members: $40 Non-Members: $60
Online Registration is open through Monday, July 10th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.
No refunds after 12:00 pm on Tuesday, July 11th.
**Registration for the July 13th Chapter Meeting is NOT included with Ethics registration. You are not required to attend Chapter Meeting in order to attend the Ethics session. To register for BOTH the Chapter Meeting and Ethics, click here.