Bookmark
Guest Expert: Thomas J. Duffy, CFP®, MBA, CRPC, Jersey Shore Advisors, LLCListen to Tom Duffy, CFP® for an interactive presentation full of real-life client scenarios that will help you better understand how you can meet your ethical requirements.
A Few R...
Trusted by 1000+ Financial Advisors
Unlock Unlimited Expert Webinars
Get Full Access to 100+ Sessions at $19/month
Subscribe NowDiscussions & Comments
A few comments from listeners:
I think it was one of the least painful ethics classes. Good combination of graphics, polling questions with cases, videos from CFP.
- Lauren D.
Easy to follow, good pace, informed presenter. Thank you!
- Amy J.
The format was very helpful in keeping participants engaged - frequent case studies.
- Michael D.
Great pace and format. This is important information and Tom did a great job communicating the key takeaways. Thank you.
- Dolores D.
I think it was one of the least painful ethics classes. Good combination of graphics, polling questions with cases, videos from CFP.
- Lauren D.
Easy to follow, good pace, informed presenter. Thank you!
- Amy J.
The format was very helpful in keeping participants engaged - frequent case studies.
- Michael D.
Great pace and format. This is important information and Tom did a great job communicating the key takeaways. Thank you.
- Dolores D.
Great presentation thank you!
I think it was one of the least painful ethics classes. Good combination of graphics, polling questions with cases, videos from CFP.
- Lauren D.
Easy to follow, good pace, informed presenter. Thank you!
- Amy J.
The format was very helpful in keeping participants engaged - frequent case studies.
- Michael D.
Great pace and format. This is important information and Tom did a great job communicating the key takeaways. Thank you.
- Dolores D.