Don’t Say That! Navigating the Fine Line between Investment Education and Advice

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Details

Date:
March 11, 2021
Time:
12:00 pm - 1:00 pm
Cost:
$50
Available Until:
March 11, 2023 11:59 pm
Website:
Register

Venue

Webinar / Online Meeting
Online Meeting

Other

Topics
General
Eligibilities
Open to all Professionals
Sponsors
AFCPE
CEUs / Credits
1.0
Options
This is a Live CEU program., This program is on demand.
Types
AFCPE Webinar
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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

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