About Peter Wheeler, CLU, ChFC, CFP®

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So far Peter Wheeler, CLU, ChFC, CFP® has created 3 blog entries.

Financial Planning and Ethics

2017-04-05T13:57:12-07:00Categories: Speaking Topics|Tags: , |

This presentation meets the requirements of the 2 hour Ethics CE requirements of the Board of Certified Financial Planning. Learning objectives include: learning the material elements of financial planning, demonstrating an understanding of the elements of a written plan, and defining elements of the fiduciary standard as it applies to financial planning. This program has […]