New privacy laws are changing the way advisors do business. If you haven't adapted your business practices to remain in compliance with these laws, you are putting your clients and your firm in jeopardy.
At this webinar, you’ll learn about:
Speaker Brian Edelman is chief executive officer at New Jersey-based Financial Computer Services (FCS), an IT consulting firm that focuses on computing, networking, and application needs of financial professionals. Before founding FCS in 1994, Edelman worked as a financial planner and chief technology officer at Planned Financial Concepts (PFC).
This webinar is approved for IMCA CE credit.
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Outstanding, so glad you touched upon this important topic.
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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
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