2 Ethics CFP Credit + 2 Ethics GA Insurance Credit

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.

Learning Objectives (LO) - By the end of this program, the participant should be equipped to:

LO 1: Apply the CFP Board’s Fiduciary Duty
LO 2: Recognize when a CFP^® Professional is providing Financial Advice
LO 3: Understand when Financial Advice requires Financial Planning
LO 4: Meet the Duties when Using our Referring to other service providers and technologies
LO 5:  Become familiar with the Process to Uphold the Code and Standards
LO 6: Understand the Duty to Provide Information to Clients When Providing Financial Planning and/or Financial Advice

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.

Melissa is the founder and owner of 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 knows how to deliver quality programming under a nonprofit umbrella.

She also owns Premium Administration, LLC, a third-party administrator for trustees of Irrevocable Trusts. As a trust administrator of complex estate planning documents with high dollar values, she understands the rigor and exactitude required of financial planning professionals and the critical value of a highly regarded reputation.

In 2021, Melissa is serving as a Hearing Panel Volunteer by the CFP^® Board of Standards Disciplinary and Ethics Commission. The Hearing Panel is responsible for overseeing and processing 2021 disciplinary actions.