PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION
THIS COURSE IS FOR FPA MEMBERS ONLY
Didn’t read the 524-page rule and explanations for the new SEC Form CRS Summary? No problem, the law firm of Carr Butterfield, LLC will break down what it means for financial planners. This is your chance to find out what financial firms are required to provide in their Form CRS summaries for delivery to clients. This webinar is the third in a series of SEC webinars that FPA and Carr Butterfield, LLC will be presenting to FPA members.
Financial Planning Association
CFP CE: 1.00
Live Event + Archive
FPA Member Price:$0.00