Sept. 28, 2022, Advisor Perspectives — Marguerita Cheng, CFP® Pro will be teaching a continuing education-eligible ethics training is now available free of charge to Advisor Perspectives Premium members on Monday, Oct. 17, 1 pm Eastern.
Pam Dempsey and Amanda Larson explain: “This month marks one year since we first launched our Premium membership service, a subscription-based communication solution for financial professionals. We are celebrating with the launch of a virtual ethics CE training course. We are committed to developing CE opportunities that fit with the demanding lifestyle of financial professionals while meeting mandatory requirements for CE hours.”
The new Ethics CE course will fulfill the two-hour CE requirement for CFP®, IWI, and American College and will be held on Monday, October 17th, 2022, at 1 pm eastern.
“In just one year, it’s been amazing to see how advisors have embraced our Premium membership service, leveraging a system that allows them to better and more easily communicate with their clients and prospects while supporting our efforts to deliver superior financial journalism,” said Pam Dempsey, relationship and engagement manager at Advisor Perspectives. “As we approached the one-year anniversary, we asked our financial advisor community what we could do to make their lives easier. Providing CFP® board-approved ethics training was a reoccurring answer. Launching a board-approved ethics course was a long journey and one of many new features we plan to introduce for Premium members in the coming months.”
The course will be taught by Marguerita (Rita) M. Cheng, CFP®, CRPC, RICP®, CSRIC®
An engaging instructor and experienced financial advisor and CFP® Board Ambassador, Rita helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. The online course, which is now open for registration to all Premium members, can be streamed live from the convenience of your home or office.
In addition to the upcoming ethics course, Premium members have access to:
- Unlimited article white-labeling and PDF downloads
- Tailored article notes for clients and prospects
- Personal favorites content library
- “Ask an Expert” webinar series
- Personalized CE concierge services
Subscribing to Advisor Perspectives’ Premium service supports our quality financial journalism and enables us to provide industry-leading content, free of charge, without paywalls.
“Advisor Perspectives is an entity that understands how to interact with the community. I’ve been enjoying the content and webinars for years – the quality of both is excellent. I rely on AP for much of my news and commentaries on the industry and I’m giving back by becoming a Premium member,” said Ned Costello, a senior investment advisor at PNC Private Bank and a recent Premium subscriber.
Continuing education hours are available for CFP® professionals for live attendance only. All other designations will receive live and on-demand course completion proof of completion. To become a Premium member and register for the Advisor Perspectives Ethics course, visit Advisor Perspectives.