San Francisco, California
London, United Kingdom
Please join us on Thursday June 5 at noon for our monthly ADFP meeting.
This month we will address ethical issues in divorce financial planning
Regardless of the process you work with (litigation, mediation, collaborative, or pro-se), Divorce Financial Planners are often faced with ethical dilemnas in their daily practice. We will review the ADFP's 7 Ethical Principles and the standard rules of of conduct and how they apply in the different divorce processes.
· Principle 1 – Integrity
· Principle 2 – Objectivity
· Principle 3 – Competence
· Principle 4 – Fairness
· Principle 5 – Confidentiality
· Principle 6 – Professionalism
· Principle 7 – Diligence
This workshop will focus on real life situations and address how divorce financial planning professionals deal with these issues, with a special focus on real situations and a grounding in the ADFP Ethical Standards.
We will be applying for CE credit for this program. For ADFP members, we expect that this program will qualify for the Ethics Continuing Education requirement.