Professional Responsibility and Seniors: Advisor Guidance for Ethical Practice
As a CFP professional, you need a professional responsibility CE credit annually. This course provides that credit. The focus is on ethics but you’ll read background on the challenges seniors present and thought-provoking case studies centred on seniors. Each case study draws upon FPSC® Principles and Rules to provide guidance for your responsibilities as a professional.
As a CFP professional, you need a professional responsibility CE credit annually. This course provides that credit. The focus is on ethics but you’ll read background on the challenges seniors present and thought-provoking case studies centred on seniors. Each case study draws upon FPSC® Principles and Rules to provide guidance for your responsibilities as a professional.
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Mental Capacity <strong>and</strong> Financial<br />
Decision-making<br />
A Test of Ethics<br />
Time <strong>for</strong> Case Study<br />
15
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