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The financial planning profession has entered a period of hyper-rapid evolution, which has increased the chances of getting left behind and fading into irrelevance as the profession adopts new services, new value propositions, new types of clients and new tech opportunities. Here's your guide to maintaining your relevance in a changing profession.
HR2: The Six Dimensions of Client Service
How many time have you been told that you need to offer great client service? Here's how to define it, measure it, and improve your service capabilities systematically.
Thanks to our April Host & Platinum Partner:
Mairs & Power Funds
CFP® Ethics - New Standards for a Fiduciary World: Understanding CFP Board’s Revisions
10:15 am - 12:15 pm
Dan Candura, CFP® - Candura Group, LLC
Qualifies for 2 hours of Ethics: CFP, CIMA, NASBA and 1.75 hours of Standard CLE
No MN insurance credits for this session.
Ethics training that exceeds expectations. New Standards for a Fiduciary World continues the engaging presentations that audiences expect from Candura Group. We use polls, videos and case studies to keep everyone involved and learning. Attendees participate in an informative and engaging session that teaches the learning objectives required by CFP Board for ethics training.
RSVP by April 19, 2019