Gain the knowledge and insights needed to navigate ethical challenges confidently and uphold the highest standards of integrity in your practice.
In a world where trust is paramount and financial security is a universal pursuit, the cornerstone of responsible financial planning lies in adhering to a robust code of ethics. Embark on a transformative exploration of ethical standards that underpin every facet of financial planning. From fiduciary responsibilities to client confidentiality, this webinar illuminates the ethical imperatives that safeguard both client interests and professional integrity. Discover the profound impact of ethical decision-making on long-term client relationships, regulatory compliance, and the overarching reputation of the financial advisory profession. Whether you're a seasoned advisor or an aspiring professional, this webinar promises to equip you with the knowledge and insights needed to navigate ethical challenges confidently and uphold the highest standards of integrity in your practice.
Agenda
Faculty
Drew Stevens, Ph.D.
Stevens Performance Group
Dr. Drew Stevens, Ph.D.
- International financial educator specializing in retirement optimization
- Works with individuals to transform financial struggles into wealth and lifestyle fulfillment
- Started career on Wall Street, with extensive experience in financial markets and investments spanning 37 years
- Expertise in creating holistic retirement plans to maximize income and mitigate risk
- Author of 15 books, including ‘Understanding Social Security’, and writer of over 5500 articles on financial topics
- Licensed fiduciary in 7 states, ensuring ethical financial guidance for clients
- Renowned international keynote speaker, workshop provider, and media host
- NSSA, AHIP, and IRMAA certified
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
More Program Information
Access to all training products $699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
