JOIN US! June 17, 2020 | Florida Statewide Webinar on New CFP Board Compliance Toolkit
Time & Location
About The Event
With the June 30, 2020 enforcement date just around the corner, all CFP® Professionals will soon be required to adhere to the new CFP Board Code of Ethics and Standards of Conduct.
To help FPA members comply with these new standards, the FPA Member Advocacy Council (MAC), in partnership with Rochelle Truzzi from Hardin Compliance Consulting, created the FPA Compliance Toolkit for the New CFP® Standards. This much-needed resource includes various forms and templates, a model fiduciary engagement agreement, financial action plan, and more.
Please join us via ZOOM on June 17th at 11:00 AM (ET) for a deep dive into the Toolkit.
- Discover how the Toolkit is designed to save you time by integrating it into your practices and procedures and to help you comply with CFP Board's new Standards.
- Learn what essential information is recommended to be gathered from your clients under CFP Board's new Standards and how to modify the Toolkit to fit your needs.
- Hear from industry experts about CFP Board's expectations for your client agreements and duties when communicating with clients under CFP Board's new Standards.
This webinar will include a presentation, discussion, and opportunity for CFP® Professionals to ask questions of the developers of this Toolkit, MAC member Paul Brahim, CFP® and Senior Compliance Consultant Rochelle Truzzi.