Regulatory and marketplace trends are converging to ensure that all advice meets a fiduciary standard of care and is in the best interests of the client.
Please join us as we take a look at those trends, including the DOL’s new conflict of interest rule, as well as provide an overview of what it means to be a fiduciary.
In addition, fi360 Director Rich Lynch will cover fi360’s long history of providing training on a prudent investment process and how the AIF designation is helping advisors manage their responsibilities, add value to their client relationships, and build a stronger business.
Fi360
Our educational webinars address recent industry developments or specific topics related to fiduciary responsibility. They offer opportunities for interaction between the audience and the presenters, who are Fi360 staff or other industry thought-leaders.
Check our Calendar for upcoming educational webinars!
Live attendance is eligible for one hour of CE for the AIF®, AIFA®, and PPC® Designations. CE credit may also apply for the CFP® Certification, when indicated. Each individual wishing to receive CE credit for any credential must register for and log in to the session individually so that we have a record of your attendance. Recorded videos of previous webinars are available for viewing below. AIF and AIFA Designees must access archived webinars through the Designee Portal in order to receive CE credit. If you have any questions, please email support@fi360.com.
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