Understanding and Using the CRFP (Consultants Review of Fiduciary Practices)

Rich Lynch, AIF®, COO for fi360

June 20, 2013

This webinar is tailored to AIF® Designees who are interested in adding fiduciary assessments to your capabilities. Consulting assessments are the next logical step from the self-assessment (SAFE) that many of you are already providing to clients. Assessments are also a good way to win new business and possibly add a new revenue stream. Mr. Lynch provides a brief history of the Prudent Practices, a practical look at this brand-new tool, and how it can be leveraged with your clients.