Credits: None available.
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
You must be logged in and own this session in order to post comments.