Recording of Webinar on Managing Conflicts of Interest Now Available

If you missed CFP Board’s “How to Identify, Avoid and Manage Conflicts of Interest” webinar on February 13, 2013, a recording is now available for on-demand viewing. This webinar introduced CFP Board's new advisory opinion on Managing Conflicts of Interest, addressing how CERTIFIED FINANCIAL PLANNER™ professionals can best recognize and manage conflicts of interest in their practices, in order to comply with CFP Board’s Standards of Professional Conduct. Presented by Matthew Murphy, CFP®, member of CFP Board's Disciplinary and Ethics Commission, Rex Staples, CFP Board's Director of Investigations, and Adam Zajac, CFP Board's Adjudicatory Counsel, the topics addressed included:

• What constitutes a conflict of interest under CFP Board’s definition of conflicts of interest?
• Which CFP Board Rules of Conduct apply to conflict of interest situations?
• How and when should a CFP® professional disclose a conflict of interest to a client or prospective client?

The webinar used several case studies to illustrate key issues related to these topics, and the presenters also addressed questions from the live audience.