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Fiduciary Resource Center

Webinars

 

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.

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.

 

UPCOMING WEBINARS

 


 

Recent WEBINARS

Complying with Impartial Conduct Standards under the DOL’s Fiduciary Rule

Blaine F. Aikin, AIFA®, CFA, CFP®, Executive Director, Fi360
Duane Thompson, AIFA®, Senior Policy Analyst, Fi360

Date Recorded: June 13, 2017 from 2:00 - 3:00 p.m. ET

Description: The suspense is over. The DOL’s “Fiduciary” Rule will officially go into effect on June 9 at 11:59 p.m. with the applicability of impartial conduct standards on all retirement advice. There are three components to the impartial conduct standards: complying with a best-interest standard, charging only reasonable compensation and avoiding misleading statements. 

Join us as we discuss how advisors and their firms should adopt policies and procedures designed to conform to the principles of the impartial conduct standards and the outlook for full implementation of the Rule, including the Best Interest Contract Exemption. 

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