Live Webinars
Have you ever been the subject of customer-initiated complaint, arbitration claim or civil litigation? This is a risk that all financial advisors must face. Join compliance…
Join Tom Duffy, CFP® for a interactive presentation full of real-life client scenarios that will help you better understand how you can meet your ethical requirements. This…
Join Jeff Rattiner, CFP®, CPA to learn the major changes the CFP® Board has made to its Code of Ethics, to include areas like disclosure. Jeff's revised presentation includes a…
Join Jeff Rattiner, CFP®, CPA to learn the major changes the CFP® Board has made to its Code of Ethics, to include areas like disclosure. Jeff's revised presentation includes a…
Join Jeff Rattiner, CFP®, CPA to learn the major changes the CFP® Board has made to its Code of Ethics, to include areas like disclosure. Jeff's revised presentation includes a…