On Demand
Applying the Duty of Competence to Financial Advice, Including Life Insurance Products
Hosted by CFP Board
Available On Demand Online / Virtual
About This Event
This case study provides practical guidance for CFP® professionals on applying the Code and Standards' Duty of Competence when providing financial advice involving insurance products. Professionals will learn how to recognize when to engage additiona
Sign in to unlock everything networkED.global adds to this event
We enrich every event with details scattered across the web — organized, verified, in one place:
- Earning CE? CE credits, accreditation, and which licenses it counts toward — tracked automatically.
- Speaking? Call-for-proposal deadlines and submission details.
- Exhibiting or sponsoring? Exhibit and sponsorship opportunities.
- Hosting events? Be connected directly to your target audiences.
Plus full agenda, pricing, registration, contacts, and topics covered.