CFP® Updated Ethics
Booking or Hosting an Ethics Course? Some resources for you...
Event Planning Tips:
Confirming Attendance/Receiving Ethics Course credit: Two Options
2. Sign-in/sign-out sheet : Download - complete - email to our office when completed.
Mentimeter is an online interactive toolkit. It is instrumental in providing a Fresh, Rich and Engaging attendee experience. Using an easy tool to incent continual commentary and interaction from attendees during the course makes it far more likely that the voluminous amount of technical information can be received by them in personally relevant ways.
Click on our infographic to download and share with your attendees ahead of time to better prepare them for Mentimeter.
Many professionals ask for a copy of the power point slides of the course. These are protected by copyright, so we cannot do so.
What we can do is provide your cohorts' collective interactions, along with the visual delivery screens of the Mentimeter at the conclusion of the course. This single condensed .pdf file can be shared by you after the course with every attendee. This .pdf becomes their easy point of reference document to the Ethics course material covered, along with references and links mentioned.
Resources for Registrants to Gather ahead of the Course:
Along with sharing the Mentimeter Infographic, ask each attendee to bring with them, or have handy, 2 resources that the CFP® Board of Standards mailed to every CFP® Professional via the USPS:
For attendees who want to review the course videos, case studies and other resources on their own time, use the reference box on this page to add/send these links to them either ahead of, or following, your course. Our pre-course instructions list the specific case studies and videos directly referenced during the course.
Ethics CE can be dry and bland...
Updated Ethics with Melissa Kemp is Fresh, Rich & Engaging