9.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
Interesting but more legal than I need as FA. Good points on how to be careful with clients, and relationships.
10 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
Frank is smart, practical and caring. Thanks for the material!
10 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
SO IMPORTANT to know this stuff. VERY THANKFUL that Bob can digest it and regurgitate it to us in 1 hour.
10 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
Excellent - I purchased the spreadsheet a few weeks ago and had not used it because it was too daunting. Now I know what to do and how to...
Since 2009, Advisors4Advisors has streamed CE webinars approved for credit by CFP Board, IWI, and NASBA.
-- CFP®, CPA, CPA/PFS, CIMA®, CFA® continuing education credit live or on-demand
-- Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha
-- CE badges
-- Classes added when S&P 500 corrects 10% and in times of crisis
-- CE aligned with FINRA-reviewed content from Advisor Products
-- earn and maintain Certified Financial Counselor™ certificate