Overall Rating: 4.9/ 5
Upcoming Dates and Times:
Wed., January 29, 2025 - 2-4 PM ET
Wed., February 26, 2025 - 2-4 PM ET
Tues., March 25, 2025 - 2-4 PM ET
This will be a two-hour interactive program. IMPORTANT: In order to receive CE for this course, every participant will be required to be in attendance for the entire program, PLUS actively participate in all activities and complete session evaluation.
The CFP Board is committed to setting and enforcing ethical standards that benefit the public.
As part of CFP® certification, all CFP® professionals commit to uphold the high standards outlined in the Code of Ethics and Standards of Conduct.
This helps give clients confidence they’re partnering with a financial advisor who will put them on the path to a secure future. The CFP Board’s Code of Ethics and Standards of Conduct requires CFP® professionals to uphold the principles of integrity, objectivity, competence, fairness and confidentiality. They make a commitment to put their clients’ interests first at all times when providing financial advice.
This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board’s new Code of Ethics and Standards of Conduct effective July 1, 2024.
In "CFP Board Code of Ethics and Standards of Conduct" with Darin Shebesta, the participant should be able to:
LO 1: Understand the structure and content of the revised Code and Standards, including significant changes from prior rules.
LO 2: Apply the Fiduciary Duty.
LO 3: Describe the Financial Planning process.
LO 4: Determine what information must be provided to the client and when to document the exchange of information.
LO 5: Identify duties when using or referring other service providers or technologies.
LO 6: Describe the CFP Board enforcement process.
This live webinar will be presented six times per year. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Darin R. Shebesta, CFP®, AIF®, CAP®, CPFA®, Vice President, Possibility Wealth Advisors, LLC
Meet Darin R. Shebesta, CFP®, AIF®,
CAP®, CPFA, Vice President,
Possibility Wealth Advisors, LLC.
Retirement planning experience
Darin’s previous experience as a research analyst with Templeton Financial Services from 2006 to 2007, and as vice president and wealth advisor with Jackson/Roskelley Wealth Advisors in 2008, set the stage for joining Possibility Wealth Advisors, LLC in 2016 and specializing in integrated financial planning and investment management for the next generation, business owners, widows and attorneys.
Darin graduated with a bachelor’s degree in finance from the W. P. Carey School of Business and Barrett Honors College at Arizona State University. He is a Certified Financial Planner™ professional. He has also been featured or quoted in several publications including InvestmentNews, Forbes, CNBC, The Huffington Post, Young Money Magazine, MarketWatch, Financial Planning, OnWallStreet, The Arizona Republic, American Funds, and FSAstore.com, among others.
Darin’s various community involvement activities are numerous. Among them: past president, Financial Planning Association of Greater Phoenix, 2015; past president, HOBY Arizona, 2012 to 2015; board of governors member, HOBY International; Class 28, Scottsdale Leadership; former board member and chair for corporate outreach, Scottsdale Leadership; member, Rotary Club of Scottsdale; member, One FPA Advisory Council.
Retirement planning thought leadership and expertise
Darin helps bring clarity, insight and partnership to clients’ lives. He specializes in working with the next generation of professionals to develop a blueprint, prioritize challenges, implement solutions, and monitor their situation year after year, decade after decade to help achieve what’s important to them.
Darin is a Next Generation Financial Planner in Phoenix, Arizona who recognizes the importance of a client centered business model. He acknowledges the value of building a network of strategic partners to aid in the success of managing the client relationship. He understands the significance of developing relationships and helping others achieve their goals and objectives.
Darin earned the CERTIFIED FINANCIAL PLANNER™ Professional certification in 2010. He works with a team of well educated, ethical, and competent professionals who strive to make a difference for many individuals and families. He believes in the value of comprehensive financial planning and feel that advisors should have a fiduciary responsibility when working with their clients.
The clients he tends to work best with are business owners, attorneys, DINK’s, HENRY’s, and people who have gone through a transition such as a death or divorce.
Invest in Your Retirement Expertise.
2 hrs CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
Do you need more than three hours of CE?
Then become a Subscriber! Just notify us that you want to become a subscriber within 10 days of course purchase to apply the cost of your individual cost to a new subscription.
Not familiar with on-demand courses?
We help you be sure you’re comfortable navigating our on-demand system. Just contact customer service by email anytime or by phone at 847.686.0440 x105 during eastern time regular business hours.
Your satisfaction is guaranteed. We know you will be pleased with your purchase of any of our courses or subscription products. If, however, you are not completely satisfied, just notify us within 30 days of your purchase to receive a full refund of your fee.