Focus
This course will focus on the parts of the Fiduciary Rule that will be required after June 9th and these will be referred to as BIC II
Goals
Enable the professional to:
- Make changes necessary to comply with BIC II requirements
- Maintain a profitable practice with rising revenue
Who Should Participate
Financial advisors and all who service or support IRA and/or ERISA plans
Course content:
- Module 1: Becoming a Fiduciary
- Module 2: Effects of BIC II Regulations
- Module 3: Discovery, Solutions & Recommendations
- Module 4: Compensation Compliance
- Module 5: Pre-Existing Accounts
- Module 6: Rollover Recommendations
Course Introduction
Pricing:
Individual rate: $199 Buy now!