Live Webinars
This intensive course, presented by compliance lawyer Michelle Atlas-Quinn, is meticulously structured to provide investment adviser representatives with a deep dive into the…
Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 10.03.2024
CE Eligible: Two credits for subscribers who need IAR, CFP, PACE and CPE credits. This fulfills the CFP requirement for Ethics.
In this webinar, Tom Duffy, CFP® led listeners in…
This comprehensive session, which is eligible for two Ethics credits for IARS and two Professional Conduct credits for CFPs, is designed to unravel the intricacies of dual…
This educational program, led by compliance lawyer Michelle Atlas-Quinn, provides a comprehensive guide for understanding and addressing critical compliance issues.
The program…
This comprehensive session, which is eligible for two Ethics credits for IARS and two Professional Conduct credits for CFPs, is designed to unravel the intricacies of dual…