Contact
Jenna Sinclair, Chapter ExecutiveGreensboro Society of Financial Service Professionals
336-298-2552
executive@gsosfsp.org
Life & CFP Ethics Course & Holiday Social
We are pleased to announce that we are offering three hours of Ethics CE that satisfies both NC Life and CFP requirements. Instruction is offered in two back-to-back courses so that Life licensed CFPs can knock it out in one sitting!
North Carolina Life Insurance Ethics continuing education: Approved for 3 hours CE offered in two courses, taught back-to-back beginning at 2:30 p.m. The first hour of the Life course will be taught by Gregg Schlaudecker, CLU, ChFC and Wade Maki, M.A., UNCG. This satisfies the NC Ethics CE requirement for the biennial compliance period.*
CFP Ethics continuing education: Approved for 2 hours Ethics CE, 3:30-5:30 p.m. Note the 3:30 CFP start time for for CFPs that are not Life licensed. The CFP Ethics course will be taught by Linda Erickson, CFP. This satisfies the CFP Ethics CE requirement for the year.**
CFPs that hold a Life license note the 2:30 start. This back-to-back course offering will satisfy both the NC Insurance and CFP biennial CE requirement.
*The CE course(s) satisfies the 3 hour Life Ethics requirement.
** This CE course satisfies the 2 hour CFP Ethics requirement.
COST: $35 for Members, $50 for Non-members
We accept credit cards through WEPAY (you do not
need a WEPAY account) or you may write
a check payable to SFSP and give/send to Jenna.
North Carolina Life Insurance Ethics continuing education: Approved for 3 hours CE offered in two courses, taught back-to-back beginning at 2:30 p.m. The first hour of the Life course will be taught by Gregg Schlaudecker, CLU, ChFC and Wade Maki, M.A., UNCG. This satisfies the NC Ethics CE requirement for the biennial compliance period.*
CFP Ethics continuing education: Approved for 2 hours Ethics CE, 3:30-5:30 p.m. Note the 3:30 CFP start time for for CFPs that are not Life licensed. The CFP Ethics course will be taught by Linda Erickson, CFP. This satisfies the CFP Ethics CE requirement for the year.**
CFPs that hold a Life license note the 2:30 start. This back-to-back course offering will satisfy both the NC Insurance and CFP biennial CE requirement.
*The CE course(s) satisfies the 3 hour Life Ethics requirement.
** This CE course satisfies the 2 hour CFP Ethics requirement.
COST: $35 for Members, $50 for Non-members
We accept credit cards through WEPAY (you do not
need a WEPAY account) or you may write
a check payable to SFSP and give/send to Jenna.
5:30 Holiday Social begins! Heavy hors d'oeuvres and adult beverages. There is NO COST for the Holiday Social at 5:30 - HAPPY HOLIDAYS FROM YOUR BOARD OF DIRECTORS!