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March 11, 2021 @ 12:00 pm - 1:00 pm EST$50
Are you worried about the line between investment advice and investment education? This webinar will cover some common examples of investment questions that AFCs might face, including how to stay on the right side of the education/advice line. We’ll also discuss disclaimers and other ways to protect yourself when educating clients about investing.
Presenter: Ambus Hunter, AFC® Candidate