Financial Planning and FPALA Social Event

MGMT 833.845

An free information session where you can learn more about our Personal Financial Planning, Enrolled Agent, Taxation, and Real Estate programs. This event also includes a special guest speaker from the FPALA who will cover Ethics in the Financial Planning field. The program qualifies attendees for continuing education credits for Certified Financial Planners (CFP).

READ MORE ABOUT THIS COURSE

Why you should attend.

  • Learn about our courses that are related to the Financial Planning field and how we can help you with your career goals
  • Earn continuing education credits for the Ethics requirement for Certified Financial Planners
  • Network with other financial professionals
  • Speak with our program staff and have your questions answered during this 4-hour event

About this course:

Define and discuss a financial planning engagement, material elements of financial planning, and the financial planning process. Analyze specific fact patterns to determine if a financial planning relationship exists. Differentiate between the standards of care set forth in Rules 1.4 and 4.5 of the Rules of Conduct, and apply each standard of care to specific factual situations.                  

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Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
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