CFP Board Proposed Fiduciary Standards: A Good Small Step That Needs a Giant Leap

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The CFP Board proposal on fiduciary duties is a good first step towards a fiduciary standard. Yet, they fall well short of REQUIRING fiduciary practices that ordinary investors clearly want from an investment advisor or financial planner. Significant common-sense revisions will align the CFP requirements with true fiduciary duties. Alternatively, the Board can realign its promise to the public to fit its current standards. Webinar attendees will learn:

• Key areas where the proposed standards fall well short of fiduciary duties;
• What independent research and experience say investors want in a fiduciary advisor;
• Important revisions or fixes that CFP Board can make now to meet a fiduciary standard; and
• How the CFP Board can, alternatively, realign its promise to meet the current proposed standards.     

Cheryl Holland, Rick Kahler, and Knut A. Rostad will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

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CE Credit 

CFP Board® has approved many of our live webinars for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire LIVE session we will report your attendance to the CFP Board®.

Investments & Wealth Institute has accepted many of our programs for one hour of CE credit towards the CIMA® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event, we will report your attendance to the Investments & Wealth Institute. If you watch the ON-DEMAND event please email us at [email protected] for the webinar ID to self-report your attendance.

CFA institute allows for CFA Institute members to self-report LIVE and ON-DEMAND webinars for CFA® and CIPM® CE credit

Speakers

Knut A. Rostad
President
Institute for the Fiduciary Standard

Cheryl R. Holland, CFP®, CFBA
President
Abacus Planning Group

Rick Kahler, MSFP, ChFC
President
Kahler Financial Group

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.