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Ethics CE Course: CFP Board's Revised Code and Standards

This CFP Board-approved continuing education course fulfills the 2-hour ethics requirement and has been designed to educate CFP® professionals about CFP Board’s Code of Ethics and Standards of Conduct.

The course reviews significant changes from previous standards and how these changes affect CFP® professionals. Additionally, the course reviews CFP Board's fiduciary duty, the application of the practice standards when providing financial planning, the recognition of circumstances in which specific information must be provided to a client, and material conflicts of interest.

Choose between the following learning methods. No matter which best fits your schedule, the College reports your hours to CFP Board upon your completion of the attestation at the end of the course.

  • Self-Study
  • Live Online class - A Live Online class is offered once each month (generally on the third Wednesday of each month). A web camera and microphone are not required to enroll in or attend our live online Ethics CE course.
Ethics Course for CFP Professionals

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The College for Financial Planning®—a Kaplan Company does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER, and CFP® (with plaque design) certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards, Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. The College for Financial Planning®—a Kaplan Company is an education and exam prep review provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any education or review course or receive financial remuneration from education or review course providers.