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Upcoming Webinar: Avoiding a CFP Board Rule Violation – A Practical Approach

April 21, 2013

Join CFP Board on Wednesday, May 15, 2013, at 1:30pm (Eastern Time) for the webinar, “Avoiding a CFP Board Rule Violation: A Practical Approach.” This webinar will present real-life scenarios encountered by CFP® professionals to answer questions of how CFP® professionals can avoid violating the Standards of Professional Conduct in their daily practice.

Webinar: Avoiding a CFP Board Rule Violation: A Practical Approach
Wednesday, May 15, 2013
1:30 - 3:00 p.m. (Eastern)
Free Event (No CE granted)


The webinar will be hosted by Rex Staples, Esq., Director of Investigations, and presented by Bill Hayes, CFP®, a member of CFP Board’s Disciplinary and Ethics Commission, and Adam Zajac, Esq., Adjudicatory Counsel.

This upcoming webinar supplements the variety of resources CFP Board has developed to assist CFP® professionals understand and meet their obligations under CFP Board’s Standards of Professional Conduct ("Standards"), which set forth the ethical standards for CFP® professionals.

View recordings of past webinars on CFP Board's Standards
Access compliance resources for CFP® professionals 

CFP Board's active enforcement of the ethical standards for CFP® professionals is one of the key elements that distinguishes the CFP® certification from other financial credentials, and CFP Board is committed to maintaining a disciplinary process that is fair to the professionals whose conduct comes under scrutiny and one that is credible to the public.