CFP Board of Standards Ethics [Mandatory] Course - Updated in 2020
Course Specifics

course #255247 | 2h CE credit

Course description: This program fulfills the requirements for CFP® Board approved Ethics CE.

The program is designed to educate CFP® professionals on the CFP® Board’s new Code of Ethics and Standards of Conduct,

which became effective October 1, 2019 and has been updated in 2020, for rollout to CFP® professionals as of April 1, 2021.


Ethics CE Delivery - even with the same exact course - provides variable participant satisfaction.

Identifying and integrating your perspective shapes a more relevant use of your time.


When you choose Updated CFP Board Ethics with Melissa Kemp for your Ethics CE requirements, expect course delivery that is fresh, rich and engaging, no matter whether in a Virtual or In Person format. 

  • Experience as both a CFP(R) professional and an FPA Executive Director broadens Melissa's perspective and empathy for planners and their practices. 
  • Toastmasters' speaking credentials support Melissa's confident and competent presence as your course facilitator.
  • Volunteer work on the Hearing Panel with the Disciplinary and Ethics Commission brings real life case histories to life along with the mandatory course content 
In addition, this highly knowledgeable CFP(R) professional incorporates interaction and some competition to craft a more energizing, immersive experience for you. 

A tastier option than traditional Ethics CE delivery!




Ethics CE can be dry and bland...

Updated Ethics with Melissa Kemp is Fresh, Rich & Engaging



CFP® Updated Ethics VIRTUAL CLASS

Melissa has reimagined this course for effective online delivery using Mentimenter as a feedback and interaction tool.

Administrative fees (based on the size of your group) are payable to FPA of Greater Phoenix, for their role in filing, verifying and supporting CE Ethics credits for attendees.

click here for DETAILED PRICING INFORMATION

Quick Links: Resources for Organizers

CFP® Updated Ethics IN PERSON CLASS

Melissa will travel to your location to present the course.  Add some Pigs and some Zing to the Mentimeter toolkit!

Administrative fees (based on the size of your group) are payable to FPA of Greater Phoenix, for their role in filing, verifying and supporting CE Ethics credits for attendees.

click here for DETAILED PRICING INFORMATION

Quick Links: Resources for Organizers


Updated CFP Board Ethics Background and "Do It Yourself" help

Effective Oct 1, 2018, the CFP® Board of Standards (Board)  released their own Ethics Course, replacing any/all prior ethics courses from any source. This sole, mandatory, scripted Ethics course is available for purchase from the Board by approved Continuing Education Providers. 

 There is a CE Sponsor and Instructor Guide.

When an approved Continuing Education Provider purchases annual access to the Ethics Course, they must still identify an approved instructor to deliver the course, and must comply with the mandatory course delivery elements.

The course itself is copyrighted by the Board, with rules prohibiting the sharing and use of course materials even after purchasing the rights to deliver the course.

FPA of Greater Phoenix has registered as an Ethics Program Provider with the Updated Ethics course, effective Apr 1, 2021.

Certified Instructor:
Melissa Kemp, CFP®, AEP®, CAP®, CNAP®

Standard CFP Course  (new codes & standards for Oct 2019, upd 2021)

 Office Hours:
Mon-Thurs: 9:00 am - 5:00 pm
Fri: 9:00 am - 1:00 pm


C/O Premium Organization
PO Box 4130 Scottsdale AZ 85261
info@FPAofPhoenix.org


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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.