On Demand
Applying the Duty of Competence to Financial Advice, Including Life Insurance Products
Hosted by CFP Board
Dates TBD Online / Virtual
About This Event
This case study provides practical guidance for CFP® professionals on applying the Code and Standards' Duty of Competence when providing financial advice involving insurance products. Professionals will learn how to recognize when to engage additional competent professionals, fulfill fiduciary duties, and ensure client recommendations meet the best interests standard when evaluating insurance options for clients with special needs.
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