WebCE Launches New Ethics Course for CFP® Professionals Ahead of 2024 Requirements

WebCE, a leading provider of online continuing education for financial professionals, has announced the release of a new course titled 'Ethics CE: A Practical Application of CFP Board's Code and Standards.' This course is specifically designed to aid Certified Financial Planner® (CFP®) professionals in complying with the updated Ethics continuing education (CE) requirements set by the CFP Board, effective July 1, 2024.

The course addresses the CFP Board's revised Ethics CE program, which is based on the Code of Ethics and Standards of Conduct for CFP® professionals. It aims to reinforce these standards as the foundation of ethical financial planning, highlighting the profession's dedication to maintaining high levels of competency and ethics. Key topics include the distinction between financial advice and planning, the application of fiduciary duty, client communication and documentation, and compliance with the CFP Board's standards.

Developed in collaboration with the CFP Board's Continuing Education team and a volunteer Advisory Group, the course content is tailored to meet the practical needs of CFP® professionals. It focuses on equipping them with the necessary skills to handle ethical dilemmas in their practice, thereby enhancing public trust in the financial planning profession.

CFP® professionals can enroll in the course through WebCE's online platform at https://www.webce.com, offering a convenient way to fulfill the new Ethics CE requirement. This initiative reflects WebCE's commitment to supporting the professional growth and ethical practice of financial planners, ensuring they are prepared to meet the industry's evolving standards.