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Semi-annual Ethics CE Meeting
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11/14/2018
When: Wednesday, November 14, 2018
5:00 - 7:45 P.M.
Where: Betterment For Advisors
61 West 23rd Street
3rd Floor
New York, New York  10010
United States


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FPA of Metro New York Semi-annual Ethics CE Meeting

 

 

With a program presented by Bonnie Kirchner, CFP® MST

  

 

Hosted by Betterment for Advisors

 

  

 

Date: Wednesday, November 14, 2018

 

Time: 5:00 - 7:45 PM

Location:

Betterment for Advisors - New York Offices
61 West 23rd Street, 
3rd Floor

New York, NY 10010

 

 

PROGRAM

 

Bonnie Kirchner, CFP®, MST presents this 2018 CFP Board Ethics course designed to bring practitioners up to speed on the changes to the Code of Ethics and Standards of Conduct approved earlier this year. This course qualifies participants for two hours of CFP Board Ethics CEs and covers the significant changes taking place. 

 

By incorporating her own story, Ms. Kirchner's presentation compels participants to think about their own practices and how they make decisions.

 

Learning Objectives:
At the end of the course, participants will be equipped to:
 Identify the significant changes in the Standards and how the changes affect CFP® professionals.
 Act in accordance with CFP Board's fiduciary duty.
 Apply the Practice Standards when providing financial planning services.
 Provide all disclosures required by the Standards.
 Recognize, avoid, or fully disclose and manage conflicts of interest.

 

 

SPEAKER


 

Bonnie Kirchner, CFP®, MST has been a financial advisor since 1990 and a CFP ® Practitioner since 1996.  She has a degree in Financial Planning and Counseling from Purdue University and a Master of Taxation degree from Bentley University where she currently serves on the faculty. Not only is Ms. Kirchner an enlightening speaker on a number of financial planning concepts, but she is incredibly inspiring; especially when incorporating her own dramatic journey and the important lessons learned along the way. Prior to publishing her book, Who Can you Trust With Your Money?, published by FT Press, she co-anchored the morning drive radio business magazine, “Early Exchange”, and was the daily financial reporter for Boston’s CBS affiliate in addition to running her own practice. Her personal and professional experiences give her extraordinary insight into the issues surrounding trust and money as well as ethical breaches. Bonnie is the founder and owner of Sea Change Financial Education, a firm dedicated to educating individuals on financial matters and the emotions which drive decision making. 


Credits: 2 CFP® CEs for Ethics. This program is a pre-approved CFP Board Ethics program that will satisfy the CFP Board's 2-hour Standards of Professional Conduct CE. requirement. 


Registration Fees:
FPANY Member - Free
Non-FPANY Member - $100
NYU Student - Free (Please contact us at info@fpametrony.org to register.)

 

 

Thank you to our meeting host:

 

 

 


CONTACT FPA of Metro NY

NAVIGATION

CONNECT

Financial Planning Association of Metro New York

535 Fifth Avenue, 4th Floor
New York, NY  10017
Email: info@fpametrony.org

Phone: 800-322-4237 ext. 7187

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