Pricing | Updated CFP Board Ethics


Quality Ethics CE, affordably priced.
Fresh, rich, and engaging
in both Virtual and In-Person delivery formats.

Choose your option and book Melissa today!



Updated CFP Board Ethics

for FPA CHAPTERS

for OTHER ORGANIZATIONS

   VIRTUAL  IN PERSON  VIRTUAL  IN PERSON
 Speakers Fee  $350 $700 $500 $1000
  Travel Expenses  NA Airfare, lodging, local transportation*  NA Airfare, lodging, local transportation*
 Per Diem NA Incurred expenses by receipt1 NA Incurred expenses by receipt1
 Travel Time Offset Fee NA$150 per each time zone crossed during travel* NA$150 per each time zone crossed during travel*

 Administrative Fees+
additional costs, based on group size

 Up to 100:  $100
   101-200:  $150
  over 200:  $200

Up to 100:  $150
  101-200:  $200
 over 200:  $250

Up to 100:  $150
  101-200:  $200
 over 200:  $250

Up to 100:  $200
  101-200:  $250
 over 200:  $300

 
 Per Diem  NA Incurred expenses, by receipts* NA  Incurred expenses, by receipt*

All courses will incur a separate charge for the per person fee as outlined in the CFP Board's new CE reporting fee schedule.

To Book (after confirming availability):

1. Download appropriate form

2. Complete

3. Return as instructed

To Book:

1. Download appropriate form

2. Complete

3. Return as instructed


2023 pricing to come


2023 Pricing to come

For INSURANCE Ethics pricing and booking information, please click this link.

For other questions, email Marie@PremiumOrganization.com

For INSURANCE Ethics pricing and booking information, please click this link.

For other questions, email Marie@PremiumOrganization.com

Travel Info for IN PERSON Courses: Melissa's team will research the most cost effective, direct route for travel, with a strong preference for Southwest Airlines (always fully refundable, generally reasonable fares with few added charges). She does book the early-bird check in option to ensure that her carry-on items stay safe at her side - this includes the laptop and presentation equipment used to professionally deliver your program.

In general, locations in the West Coast or Mountain/Central time zones require less travel time, and the potential exists for same day fly-in/fly-out.

For locations outside the Mountain Standard Time Zone (where Melissa is based) a Travel Time Offset fee will be assessed in the amount of $150 for each time zone crossed.

If overnight accommodations are required, the contracting organization will be invoiced for those costs. Other compensable charges include local travel (taxi, Uber, etc.), meals and incidentals that may be required to effectively deliver your course.

Per diem expenses are not to exceed current IRS guidelines.




Ethics CE can be dry and bland...

Updated Ethics with Melissa Kemp is Fresh, Rich & Engaging



 Office Hours:
Mon-Thurs: 9:00 am - 5:00 pm
Fri: closed


C/O Premium Organization
PO Box 4130 Scottsdale AZ 85261


Connect with us on Social Media.....


The essential hub of our financial planning community. 

We connect CFP(R) and associated professionals to the resources they need and the people who need them.



Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.