Defining a Fiduciary Standard of Excellence.

An Educational Presentation on Fiduciary Responsibility for

1 Continuing Professional Education Credit (CFP®, CPA, CIMA, CIMC)

In the current environment, fiduciary responsibility is becoming an increasingly important and increasingly confusing issue. In addition to the CE credit you can earn for your professional designations, this seminar instructs anyone involved in the investment process (e.g., trustees, committee members, advisors, attorneys, etc.) on how they can improve their fiduciary services, including:

1. •The roles and responsibilities of an investment fiduciary
   

2. •The Prudent Practices that define the Global Fiduciary Standard of Excellence
   

3. •The benefits of having defined fiduciary Practices
   

4. •The process for assessing conformance to a Fiduciary Standard of Excellence
   
   

What will you receive?

1. •1 hour of continuing education (CFP®, CPA, CIMA, CIMC)
   

2. •Prudent Practices for Investment Stewards handbook
   

3. •Self-Assessment of Fiduciary Excellence (SAFE™) for Investment Stewards
   

4. •A copy of the presentation slides
   

For additional information including available dates and times, please call us at 888.536.1710.

More Seminars Coming Soon!