Applying the Fiduciary Standard to a Financial Planning Practice, 11/09/2011





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Uploaded on Nov 14, 2011

This webinar for CFP® professionals addressed key concepts related to related to CFP Board's Standards of Professional Conduct, including applying the fiduciary standard to the practice of financial planning. Hosted by Michael Shaw, CFP Board's Managing Director of Professional Standards & Legal, the webinar was presented by Edward Mora, CFP®, Bank of the West, and Chair of CFP Board's Disciplinary and Ethics Commission ("DEC"); Chris Beard, CFP®, Gateway Wealth Strategies, and Chair Designee of the DEC; Matthew Murphy, CFP®, Murphy Capital Advisors, LLC, and DEC member; and Martin Siesta, CFP®, Compass Wealth Management, and DEC member. For additional resources on CFP Board's Standards of Professional Conduct, visit www.CFP.net/standards.

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