Meeting Details

Tuesday, April 22, 2014 1:30 pm - 3:30 pm

Topic:
Ethics Course

Speaker:
Curt Weil, CFP®

Program Description:
In this exciting and colorful event, we will review both the Board’s Code of Ethics and Professional Responsibility AND The Financial Planning Practice Standards PLUS the Six-Step Financial Planning Process!

When we are done, you will be able to determine if a practitioner is providing financial planning or material elements of planning, and be able to demonstrate an understanding of the required elements of a written agreement when providing planning services.

If that isn’t enough to keep you awake, there’s more! You will be able to articulate disclosure requirements and be able to apply them in your practice and be almost an expert in defining and outlining elements of the fiduciary standard, while knowing when it applies (hint: most of the time.)

Speaker Bio:
Our presenter, Curt Weil, CFP®, veteran planner, past FPA of Silicon Valley President, former member of the FPA national board, current member of the Foundation for Financial Planning board and frequent presenter in Ethics.