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CFP Ethics Course (Virtual/Zoom)
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CFP Ethics Course (Virtual/Zoom)

6/24/2020
When: June 24
3:00 - 5:15 PM
Where: Zoom
United States
Contact: FPA DFW


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CE:  This course qualifies for 2 CFP Ethics CE, it does not qualify for CPA or TDI Ethics

  

 

AGENDA:  Join us on ZOOM from the comfort of your home for CFP Ethics! 

 

3:00 - 3:15  Check in during this time.  We'll share some brief FPA updates and announcements and then welcome our speaker.  Everyone must be checked in no later than 3:15.

 

3:15 - 5:15  New Code of Ethics Course

 

We will closely monitor this session.  Attendees logging on later than 3:15 pm (or whom may log off early) will not receive CE credits. Due to the CFP Board of Standards rules attendees must attend the full CFP Ethics course to be granted CE.

 

 

MEETING FEES:

 

$0          FPA Season Ticket Holders & Corporate Partners

$20.00   FPA DFW Members 

$50.00   Non-Members

 

 

 

 

Melissa Kemp, CFP®, AEP®, CAP®, CNAP®currently serves as the contract Executive Director for the Financial Planning Association of Greater Phoenix. Prior to accepting the Executive Director role in 2015, Melissa had been a chapter member since 2000.

 

She owns Premium Administration, LLC, specializing in providing professional administrative solutions to trustees of Irrevocable Life Insurance Trusts. Operating continuously since 1998, this company accepts new business exclusively through referral networks. She also owns Premium Organization, an Association Management Company, launched in 2000. Premium Organization provides administrative solutions for many non profit organizations, including 501(C)(3), (C)(4), and (C)(6) type entities.

 

Melissa developed a fun and interactive Ethics course in 2017, called "A Pragmatic Walk Through the Ethical Looking Glass". This course quickly became popular with CFP(R) attendees, because it incorporated gamification learning tools like Kahoot! and utilized authentic Anonymous Case Histories from the Disciplinary Ethics Commission. Among the continuing feedback from professionals taking the course, many noted it was the first time an approved Ethics course actually delivered on every required learning objective and carved out time for useful ethics discussions.

 

When the Board elected to produce its own new Ethics Course in advance of rolling out the new practice standards, Melissa served on the Ethics Work Group volunteering time and talent to shape the new course. Much of her early work proving that fun and interactive courses were possible and could meet the Ethics Learning Objectives opened a path for the final course to integrate many concepts from the Pragmatic Walk Through the Ethical Looking Glass.

 

 

 

 

 

 

 

 

 

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