CFP Board New Code of Ethics & Standards of Conduct
Presented by Marguerita Cheng, CFP®, RICP
CFP Pro, Blue Ocean Global Wealth
Session date and time May 3, 2023 10:20 a.m. - 12:00 p.m.
This program fulfills the requirement for CFP Board-approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board’s Code of Ethics and Standards of Conduct effective October 1, 2019.
ACE Academy 2023 April 30-May 3, 2023 San Diego, CA
Marguerita Cheng, CFP®, RICP CFP Pro, Blue Ocean Global Wealth
Marguerita (Rita) Cheng helps educate the public, policymakers and media about the benefits of competent, ethical financial planning. She is passionate about helping people navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. She takes pride in her ability to make a difference in people’s lives. She also volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money to win scholarships for girls.
Cheng is a Certified Financial Planner® (CFP®) professional, a Chartered Retirement Planning Counselor®, Retirement Income Certified Professional® and a Chartered SRI Counselor™ (CSRIC®).
She is a member of the CNBC Financial Advisor Council. She is a regular columnist for Kiplinger and US News & World Report, and a past spokesperson for the AARP Financial Freedom Campaign. In addition, she also serves on the board of directors for the CFP Board. In 2022, she was named the #4 “Most Influential Financial Advisor” in the Investopedia Top 100. She was named a “Woman to Watch” by InvestmentNews in 2017."
