Upcoming CE Webinar: Understanding the New CFP Board Standard of Conduct on Technology

At eMoney, we’re dedicated to helping Certified Financial Planner™ professionals increase their financial planning proficiency.

That’s why we’re offering online opportunities for CFP® practitioners to earn continuing education credits from programs that have been accepted by the CFP Board.

Learn about an advisor’s role in meeting the new CFP Board Standard of Conduct when selecting, using, and recommending technology in our live CE webinar on Thursday, January 30 at 2:00 p.m. ET.

During the webinar, we’ll break down the meaning of this new standard, understand its implications, and offer best practices when implementing technology to support financial planning engagements while adhering to the fiduciary duty to clients.

Seats are limited, so don’t miss your chance to earn a free continuing education credit!

Can’t make it to the live session? Click here to view and register for upcoming Continuing Education webinars.

Alyssa Lewis

Written By

Alyssa Lewis is an Event Specialist at eMoney Advisor.