Led by Marguerita Cheng, CFP®, this live course fulfills the two-hour requirement for CFP Board-approved Ethics CE, as well as IWI and American College. It will educate financial professionals about the CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019. (Please note: You must be an AP Premium Member to register for this ethics webinar.)
The Future of Advice: Trends Every Advisor Needs to Know
The wealth management industry continues to grow and evolve. Savvy advisors need to stay up to date on the most relevant trends that affect both their clients and their practices. In this session, our panel of experts will address some of the most controversial and important topics that every advisor needs to know.
Ask an Expert: Solving the Advisor Retirement-Income Dilemma
David Macchia and Kerry Pechter will answer questions from advisors on topics related to retirement-income planning. This webinar is part of our ongoing, Ask an Expert, sponsored by AP Premium.