Chief Executive Officer, Blue Ocean Global Wealth
At the end of the course, participants will be equipped to: Identify the structure and content of the revised Code and 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.
For CFPR practitioners only
Marguerita (Rita) Cheng helps educate the public, policymakers and media about the benefits of competent, ethical financial planning. The chief executive officer of financial advisory firm Blue Ocean Global Wealth, Cheng helps people meet their life goals through the proper management of financial resources. She is passionate about helping them 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 SRITM 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 serves as a Women’s Initiative (WIN) Advocate and a member of the Diversity Advisory Group (DAG) for the CFP Board. In 2021, she was named the #7 Most Influential Financial Advisor in the Investopedia Top 100. She was named a Woman to Watch by InvestmentNews in 2017.