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
2019 Ethics Session
Speaker: Curt Weil, CFP®
Meeting Description
This program fulfills the requirement for CFP Board approved Ethics CE. It is designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, which is effective October 1, 2019. The goal of this program is to position the application of CFP Board's Code of Ethics and Standards of Conduct as the foundation for ethical financial planning.
Speaker Biography
Our presenter, Curt Weil, CFP®, is a long-time veteran of the profession, past President and frequent presenter in Ethics.
Pricing and Registration
FPA Members: $40 Non-Members: $60
Online Registration is open through Tuesday, October 8th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.
No refunds after Tuesday, October 8th.
**Registration for the October 11th 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.