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Course Level :Basic
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Credits :2
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Instructional Method :QAS Self Study
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Pre-requisites :None
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Advance Preparation :None
Welcome to the Ethics continuing education course. In this course, you will learn about the CFP Board’s Revised Code and Standards with an effective date of October 1, 2019, and currently the required subject matter of all Ethics CE courses.
This program is aimed to position the application of the CFP Board’s Code of Ethics and Standards of Conduct as the foundation for ethical financial planning. To benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. To maintain the value, integrity, and relevance of the CFP® certification CFP Board periodically evaluates its standards. In March 2018, CFP Board issued a Code of Ethics and Standards of Conduct that, effective October 1, 2019, replaced the CFP Board’s Terminology, Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards. CFP Board has prepared this Ethics CE program to educate CFP® professionals on the new Code and Standards.
CFO/Controller, AZSTEC LLC
Imtiaz Munshi is a Certified Public Accountant with over 33 years of experience working with small- and medium-sized businesses and accounting firms. Munshi founded Azstec and his CPA firm was instrumental in designing and testing of Azstec’s docNCRYPT encryption and also providing IT Security advisory to many small and mid -size accounting Firms. Munshi is highly experienced in M&A, sales and acquisitions of businesses, strategic planning and transaction structuring. He has acted as CFO for client companies as well as managing companies he created. Munshi has a BA in Finance and Accounting from University of East London.
Azstec LLC is a US company that was founded on the principle of helping businesses and individuals move, store and protect their confidential and sensitive information no matter where it is or whose hands it’s in. Our products were designed by users, like you, who needed to solve the problem of protecting their confidential information and were frustrated with the confusing and complex solutions on the market.
