# Event Details

- **Event Name**: Ethics CE: CFP Board’s Revised Code and Standards
- **Event Start and End Date**: Thu, 17 Sep, 2026 at 08:00 am – Thu, 17 Sep, 2026 at 09:30 am (-04:00)
- **Event Description**: This program fulfills the requirement for CFP Board approved Ethics CE.  We offer this program every other tear - don't miss it!About this EventTime: 7:30 A.M. Reg/Breakfast | 7:45 – 9:45 A.M. ProgramSpeaker: , founder, This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP professionals on CFP Board’s new Code of Ethics and Standards of Conduct effective July 1, 2024.Learning Objectives:Recognize when a CFP® professional is providing Financial Advice.Apply the Fiduciary Duty.Describe the Financial Planning process.Determine what information must be provided to the client and when to document the exchange of information.Identify duties when using or referring other service providers or technologies.Describe the CFP Board enforcement process.Meeting sponsors:  and
- **Event URL**: https://allevents.in/albany/ethics-ce-cfp-boards-revised-code-and-standards/100001996796531177
- **Event Categories**: meetups
- **Interested Audience**: 
  - total_interested_count: 0

## Ticket Details

- **Ticket Price Range**: min: 50, max: 81.88, currency: USD

## Event venue details

- **city**: Albany
- **state**: NY
- **country**: United States
- **location**: Wolferts Roost Country Club
- **lat**: 42.6784821
- **long**: -73.7452662
- **full address**: Wolferts Roost Country Club, 120 Van Rensselaer Boulevard, Albany, United States

## Event gallery

- **Alt text**: Ethics CE: CFP Board’s Revised Code and Standards
  - **Image URL**: https://cdn-az.allevents.in/events5/banners/ec0153600ded867195a2185536e9b242312eee31dcb2a0a98f12a8cd86924de7-rimg-w376-h531-dcd8d8d8-gmir.jpg?v=1785943149

## FAQs

- **Q**: When and where is Ethics CE: CFP Board s Revised Code and Standards being held?
  - **A:** Ethics CE: CFP Board s Revised Code and Standards takes place on Thu, 17 Sep, 2026 at 08:00 am to Thu, 17 Sep, 2026 at 09:30 am at Wolferts Roost Country Club, 120 Van Rensselaer Boulevard, Albany, United States.
- **Q**: Who is organizing Ethics CE: CFP Board s Revised Code and Standards?
  - **A:** Ethics CE: CFP Board s Revised Code and Standards is organized by FPA NENY.

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                "description": "We are the local chapter of the national Financial Planning Association. Our chapter is based in Albany, NY and encompasses the northeastern portion of New York (Utica to Plattsburgh to Kingston). We welcome FPA members from ANY chapter to attend our events at member rate.Our chapter offers a variety of services to our members and guests, including monthly breakfast meetings where our members come together to share ideas and learn from our sponsored speakers. Each month our chapter invites a speaker to our meeting to talk about a subject of interest to our members. Most sessions cover topics which qualify for Continuing Education credits, including CFP, CPA, CIMA, banking, etc.Our Chapter is led by a Board of Directors, each of whom serve as Chair to a committee. We welcome inquiries about volunteering, as well as board service. Click HERE to review information about our committees and directors.Attend your first meeting as our guest, free of charge!We also host an annual full day symposium, which is often the highlight of our year!In addition, our Chapter serves as a resource to consumers who are interested in financial planning services - both paid and pro bono services. Simply click on the Consumer Resources tab. Should you have general questions about financial planning and the process, give us a call at 518-458-7774 for information. Financial planning should not be a daunting process -- we can assist you! Our Executive Director, Stephanie Cogan, can answer whatever questions you may have, as well as register you as a first time free attendee! Email her at info@fpa-neny.org    Telephone: 518-458-7774"
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