March 11, 2020 Breakfast Meeting Announcement
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Code of Ethics and Standards of Conduct
Presented by:
Melissa Kemp, CFP®, AEP®, CAP®, CNAP®
Using attendee experiences and stories, historical case studies, current industry and privately created reference materials, and competition, Melissa creates an energy packed discovery of the obvious and the nuanced issues inherent in practicing Financial Planning in a compliant firm.
The mandatory Ethics course with the updated standards became effective October, 1, 2019. CFP Board's Code of Ethics and Standards of Conduct reflects the commitment that all CFP® professionals make to high standards of competency and ethics. CFP Board's Code and Standards benefits and protects the public, provides standards for delivering financial planning, and advances financial planning as a distinct and valuable profession. Compliance with the Code and Standards is a requirement of CFP® certification that is critical to the integrity of the CFP® marks.
View or Download the Code and Standards
Please download the Kahoot.it APP to your smart phone or tablet. https://kahoot.it/
About the Speaker:
Melissa Kemp, CFP®, AEP®, CAP®, CNAP® currently serves as the contract Executive Director for the Financial Planning Association of Greater Phoenix. Prior to accepting the Executive Director role in 2015, Melissa had been a chapter member since 2000.
She owns Premium Administration, LLC, specializing in providing professional administrative solutions to trustees of Irrevocable Life Insurance Trusts. Operating continuously since 1998, this company accepts new business exclusively through referral networks.
She also owns Premium Organization, an Association Management Company, launched in 2000. Premium Organization provides administrative solutions for many nonprofit organizations, including 501(C)(3), (C)(4), and (C)(6) type entities.
Melissa developed a fun and interactive Ethics course in 2017, called "A Pragmatic Walk Through the Ethical Looking Glass". This course quickly became popular with CFP® attendees, because it incorporated gamification learning tools like Kahoot! and utilized authentic Anonymous Case Histories from the Disciplinary Ethics Commission. Among the continuing feedback from professionals taking the course, many noted it was the first time an approved Ethics course actually delivered on every required learning objective and carved out time for useful ethics discussions.
Wednesday, March 11, 2020
Location: Arizona Inn
2200 E. Elm St, Tucson, AZ, 85719
520-325-1541
Members $15 / CFA Members $10 /Guests $40 (No CE credits for guests)
First time breakfast guest fee - complimentary (No CE credits for guests)
Registration and Breakfast 7:15 AM
Speaker will speak 7:45 AM -9:30 AM
2.0 Hrs of CFP CE Credits for FPA/CFA Members
RSVP to Gerry Oldenski by Friday,
February 7, 2020 at
gerry@dynasetaz.com
To prepay with PayPal go to our website
We accept checks and cash at the door on the day of the meeting
No Shows with reservations will be billed for the breakfast unless prepaid
2020 Programs - Upcoming Meetings
Mark Your Calendars
(All Breakfast meetings at the Arizona Inn )
Registration and breakfast at 7:15 AM
Speaker will speak 7:45 AM -9:30 AM - two hours of CFP CE for FPA members
Date: April 8, 2020
Topic: Life Insurance Settlements
Date: May 13, 2020
Topic: Tax Uncertainty and Retirement Savings Diversification
There are no meetings in June and July
Date: August 12, 2020
Topic: TBD
Date: September 9, 2020
Topic: Financial Therapy
Date: October 14, 2020
Topic: Reverse Mortgages
If you have any ideas for topics or speakers, please contact:
Tim Daughenbaugh
