C2P

Event Advisory

Published August 1st, 2018 in Press Releases |

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Be Fiduciary Event
August 23-24, Chicago

 The DOL Rule may be dead – but the best interest standard is here to stay

WHAT:
Be Fiduciary is a 2-day event designed to teach financial professionals the best practices and turnkey processes needed to Be Fiduciary. With the fiduciary standard here to stay, attendees will learn the curriculum and qualify to test for the Certified Financial Fiduciary® designation. Attendees will also learn how to apply that knowledge with a step-by-step best interest financial planning process equipped with documentation recommendations, and will qualify to test for The Bucket Plan Best Interest Process Certification. Receive access to turnkey client resources and planning tools to support the planning process and clearly articulate the value as a fiduciary focused advisor serving in clients’ best interest.

There are up to 15.5 continuing education credits available to CFP and/or insurance licensed advisors who attend the training. The last event in May was sold out with a waiting list, so advisors interested in investing in education surrounding fiduciary planning are encouraged to register early to secure their spot at this high-demand event.

 

WHERE:
Sheraton Suites Chicago O’Hare Hotel, 6501 Mannheim Road
Rosemont, IL 60018

 

WHEN:
Thursday, August 23 – 8:30 a.m. to 5:30 p.m. (CT)
Friday, August 24 – 8:30 a.m. to 12:30 p.m. (CT)

 

HOW:
Advisors interested in learning more or registering can visit BeFiduciary.com or call (844)-545-1322.

 

WHO:
Never before have two fiduciary-focused organizations partnered together to a bring turnkey fiduciary solution to the financial planning industry; Clarity 2 Prosperity, a financial training, coaching and IP development organization led by financial advisors, coaches, mentors and business leaders committed to simplifying the financial planning process for advisors and consumers alike; and The National Association of Certified Financial Fiduciaries (NACFF®), an organization developing a network of qualified professionals that strive to create a strong and safe environment where investors are assured that their best interest always come first.

 

WHY:
Whether enforced through legislation or consumer demand, the need for best interest financial planning is not going away. The standard of client care has become significantly greater today than ever before in the financial services industry. This is an opportunity to embrace this movement—ahead of your competition—to create new value for clients and prospects. Gain visibility in a crowded marketplace, establish trust and confidence with clients and prospects, and take them through a best interest financial planning process.

 

DETAILS:

Tuition for this 2-day training event is $3,995 and includes:

  • Hotel accommodations for two nights
  • Breakfast, lunch and refreshments during the 2-day training
  • The Certified Financial Fiduciary® exam and designation
  • The Bucket Plan® Best Interest Process, exam and Certification
  • Up to 15.5 CE hours for CFP® and up to 14 CE hours for insurance professionals
  • Training manuals, client materials and more