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Advisory Fees, Considerations and Requirements

Submitted by Missy Davis on Tue, 04/25/2023 - 13:31

This course will provide insight and guidance on the methods and structures for Advisory Fee schedules. It includes draw backs and benefits of different methods. It includes what the regulations and rules require along with the duties owed customers.

Click link below to download power point presentation related to webinar.

2023-03-03 Advisory Fees Presentation.pdf
Paper
24 Slides

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

IAR Advisory Fees
Video
60 Minutes
Michelle Atlas-Quinn
IAR program ID
C25746
CE Credit Designations and Licenses
IAR
Credit Type hours
1
Subject
Ethics (IAR)
Subject hours
1
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