Restoring Investor Confidence

Restoring Investor Confidence
Brian Stimpfl
06/12/09 4 PM EST
Program Id: 535666145

The near-collapse of the American economy shattered confidence in investing and investment advisors. How do you restore trust?

This session addresses opportunities to educate investors about what’s happened and what it means for the future. It touches on actions you can take to inspire confidence.

Key points to emphasize in client communications
Security of your data, passwords, computer network, and office
What your custodian could do to help
Coming regulatory changes


This webinar is approved for IMCA CE credit.

More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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