Ethics and IRA Planning for Professional Advisors Approved for 2 CFP® Ethics Credits

When

06/23/2015    
10:00 am - 1:00 pm

Bookings

Bookings closed

Where


Event Type

1. Learn the CFP Ethics rules through a case study with various fact scenarios

2. What is the CFP fiduciary standard and when does it apply?

3. Compensation Agreement Disclosures and Sample Agreement Review

4. Beneficiary designations and ethical issues

5. Conflict of interest disclosures

Bookings

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