Don't miss this opportunity—free for FPA members—to fulfill your CFP Board Ethics CE credit requirement. You'll learn how to apply CFP Board's Code of Ethics and Standards of Conduct as the foundation for ethical financial planning. Presented by Jamie Block, CFP®, and Doreen Haller, CFP®.
LEARNING OUTCOMES:
By the end of this program, you'll be equipped to:
2 CFP® Ethics CE credits
SPEAKERS:
Jamie Block, CFP®, began her career in financial services in 1999. She graduated from Cornell University with a Bachelor of Science and holds an MBA in Accounting from the University of Rochester, Simon School of Business. Jamie is the president of FPA of Greater Rochester, New York and is involved with various local community organizations.
Doreen Haller, CFP®, is a Certified Financial Planner™ with almost 30 years of experience and is well-versed in insurance, investment, and retirement income planning. She is a member of Strategic Coach and is the past president and current programming chair for FPA of Greater Rochester, New York. In addition to her volunteer work, Doreen is an avid skier.
REGISTRATION FEES:
FPA Members: Free, Non-members: $100