Rita Cheng is a CFP® professional, a Chartered Retirement Planning Counselor, a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, I help educate the public, policy makers, and media about the benefits of competent, ethical financial planning. Financial planning is the process of meeting your life goals through the proper management of your financial resources. There is not a single segment of our lives that is not affected by financial planning. I am the past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. I serve as a Women’s Initiative (WIN) Advocate and member of the Diversity Advisory Group (DAG) for CFP Board.
Ethics & Standards of Conduct
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 October 1, 2019.
At the end of the course, participants will be equipped to: Identify the structure and content of the revised Code & Standards, including significant changes and how the changes affect CFP® professionals; Act in accordance with CFP Board’s fiduciary duty; Apply the Practice Standards when providing Financial Planning; Recognize situations when specific information must be provided to a Client; Recognize and avoid, or fully disclose and manage, Material Conflicts of Interest.
Diversity in America & Its Impact on Financial Planning
Successfully representing diversity is a significant and complex educational undertaking. Over the past few decades, leaders have started to embrace diversity because the business world has become more global. The practice of work is now more team focused. Today, the United States is experiencing a profound demographic and economic shift in terms of age, gender, and race. Our country and global population is aging disproportionally.
Specific learning objectives that participants can expect as a result of the presentation: We hope this presentation will accomplish the following:
- Engage financial advisors and convey the growth opportunity associated with serving diverse clients in terms of race, age, and gender.
- Raise awareness among the advisory community of how our profession will evolve in terms of diversity.
- Quantify and qualify the advantages of diversity & inclusion. Highlight age and racial & ethnic diversity and how our population is changing from a generation ago to 2050.
- Provide attendees with pertinent information on the emerging affluence and influence of women.
- Offer strategies to become more confident is working with individuals and families from culturally diverse backgrounds.
“We appreciate the work that you put into presenting for Strafford. Your materials were professionally prepared with engaging graphics. We greatly appreciate that you met the materials’ deadline for the event.”
“I think the two words – engaging and relevant – sum up the program very well.
Your explanation of what has changed was excellent. I liked the scenarios that you used to illustrate the different learning points.