Ethics may be a requirement, but it doesn't have to be boring! Long-time Ethics presenter, Harry Greyard, is planning an interactive presentation with case studies, polling questions and discussion. The THURSDAY session is two hours and will meet the requirement for the CFP Board of Standards. The FRIDAY session is being offered for those who need a third hour for insurance requirements.
*IMPORTANT* Participants will be required to answer the polling questions in addition to the usual virtual sign-in/sign-out procedures in order to obtain credit for the course. You will need a reliable internet connection and a way to participate using a computer, not a smart phone. In addition, participants will be required to complete a CFP Board Survey before CFP credit will be awarded.
Harry joined Waddell & Reed in 1994. He earned his CFP® certification in 1999. He is a member and past president of the Charlotte Chapter of the Financial Planning Association. He has taught continuing-education classes in eight states for other CFP® professionals.
Harry received his bachelor’s degree in political science from Davidson College and his master’s degree in wealth and trust management from Gardner-Webb University. He has been a director of several non-profit organizations, including the Presbyterian Samaritan Counseling Center and the Career and Personal Counseling Center. He is a member of Avondale Presbyterian Church, where he has served as a ruling elder.