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Advanced Personal Financial Planning Conference 2016

32 - Fiduciary and Standards Update

Jan 19, 2016 1:50pm ‐ Jan 19, 2016 3:05pm


During this session, attendees will:
• Learn how to be a fiduciary in their financial planning practice
• Understand professional conduct standards and how they relate to proposed new fiduciary regulations from the DOL and SEC
• Understand what it means to be a fiduciary and how to be one
• Explore and understand the new PFP standard
• Compare and contrast the new PFP standard with other professional standards of conduct and federal fiduciary regulations


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