FPA Connect: Preparing for Challenging Ethical Situations

Webinar / Online Meeting Online Meeting

  What do you do if your client is a victim of financial elder abuse?  What if your client is the perpetrator of financial elder abuse?  These are just a couple of many possible ethical challenges a financial counselor, planner, or advisor might encounter in their career.  Even with the best intentions, it can be hard to handle these types of situations […]

Free to AFCPE Members