PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION
Join the contributors of September's Journal of Financial Planning, Kevin L. Walsh and David N. Levine with Groom Law Group, as they continue to discuss the SEC's new rule package and main components of Reg BI. During this online, interactive roundtable, Walsh and Levine will explain how to meet the best interest standard through the component obligations, how the package impacts financial planners and their clients, and more. This program includes an audience Q&A led by Raymond Benton, CFP®, CRPC, EA, Journal in the Round moderator and FPA member.
Financial Planning Association
CFP CE: 1.00
Live Event + Archive
FPA Member Price:$0.00