Get Compliant with the Fiduciary Rule Webinar

Oct 26
9:00 - 11:00 a.m.

Online

2-Other
CPE Credits

As a result of this session you will be able to:

Explain the new fiduciary rules including:

  • The definitions associated with "fiduciary"
  • "Advice" vs "Recommendations" vs "Education"
  • The role of an investment advice fiduciary
  • The details surrounding Best Interest Contract Exemption (BICE)

Registration

PICPA Member: $79
Nonmember: $104

More Information

Course No. 755700

Level: Update

Prerequisites: None

Speaker(s)

Phillip Long

Truist Institutional Investment Advisors