A review of legislation, regulation, and case law in recent years clearly points to the fact that the financial services industry has been heading down a fiduciary path, says J.Richard Lynch, AIFA®.
The DOL’s Conflict of Interest Rule puts an exclamation point on that trend.
Will the rule survive a new administration in Washington, DC? How has this trend affected the number of advisors seeking the AIF designation? How does the AIF designation equip advisors to navigate this current environment?
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.
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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.
