FPA Houston Chapter Meeting – CFP Ethics (Hybrid)

DATE/TIME: 5/3/2022 3:00 PM GMT -5:00 (DST)
WHERE: Karbach Brewing Co.
2032 Karbach St.
Houston, Texas 77092
United States
CONTACT: FPA Houston

CFP Ethics will be offered both in-person at Karbach Brewing Co. or live streamed – you get to choose!

Online registration is now open.

We hope to see you in person at Karbach, however, this event will be offered through live-streaming for those who prefer to attend virtually. Registration fees for both options apply (see below). We look forward to seeing our members and partners on May 3rd.

Online registration will end at NOON, MONDAY, MAY 2. Register early! In-person space is limited and a waiting list will begin once the event sells out.

DETAILS & AGENDA

3:00 PM Check in (doors open at 2:30)

Attendees arriving later than 3:50 pm or who leave earlier than 5:50 pm will not be able to receive CE credit. The CFP Board of Standards rules and guidelines state that attendees must attend the full CFP Ethics course to be granted CE. This applies to both in person and virtual attendees. Virtual attendance will be closely monitored.

3:30 PM Welcome & announcements

3:50 PM – 5:50 PM CFP Board Ethics for 2022 (This course fulfills your 2 hour CFP Ethics requirement. It does not qualify for TDI Ethics)

ETHICS CE: CFP Board’s Revised Code and Standards/Enhancing Your Ethical Intelligence

Bonnie Kirchner, CFP®, MST
Sea Change Financial Education

Have you adapted your practice to meet the new CFP Board Code of Ethics and Standards of Conduct? Satisfying the CFP Board Ethics requirement is not something to which we all look forward, but it is necessary to maintain certification. Think of it as taking a step back from the daily rush to reflect on how you run your practice and make decisions. In doing so, you not only enhance your ability to take the best possible care of your clients but also protect yourself and everything you’ve worked so hard to build. It is a worthwhile investment of your time. Bonnie Kirchner, CFP®, MST, presents ETHICS CE: CFP Board’s Revised Code and Standards/Enhancing Your Ethical Intelligence. This session will cover the required CFP Board learning objectives and qualifies for two hours of ethics CE credit.

Bonnie Kirchner, CFP®, MST has been a financial advisor since 1990 and a CFP ® Practitioner since 1996. She has a degree in Financial Planning and Counseling from Purdue University and a Master of Taxation degree from Bentley University where she currently serves on the faculty. Prior to publishing her book, Who Can you Trust With Your Money?, she co-anchored the morning drive radio business magazine, “Early Exchange”, and was the daily financial reporter for Boston’s CBS affiliate in addition to running her own practice. Having experienced firsthand the devastation caused by an unethical former CFP® Practitioner, her personal and professional experiences give her extraordinary insight into the issues surrounding trust and money as well as ethical breaches. Bonnie is the founder and owner of Sea Change Financial Education, a firm dedicated to educating individuals on financial matters and the emotions which drive decision making.

5:50 – 7:00 PM Happy Hour at Karbach Brewing Co.
Stay and network with your friends and colleagues over good brews (or root beers!) and heavy appetizers!

Event Registration Fees
IN PERSON – Includes 2 drink tokens, bites and brews & CE

In Person Attendees Must Register In Advance
FPA Members $40 I Non-Members $75 I Corporate Partners $0

Prefer to attend virtually instead?
We are happy to offer a live stream option via Zoom for those that would prefer to attend virtually. Online registration and registration fee are required. Attendees will still qualify for CFP Ethics CE credits. Attendance is closely monitored by the presenter and you must be in attendance for the entire presentation – no exceptions. We encourage you to make sure you have a strong internet connection so that you do not get dropped.

VIRTUAL – Includes CE only

FPA Members $40 I Non-Members $75 I Corporate Partners $0

The Zoom Webinar link will be sent out 24 hours prior to the event.