Becoming a Certified Financial FiduciaryĀ®
FREE ONLINE TRAINING
5 Things About The DOL Fiduciary Rule You Need To Know To Protect Yourself, Your Practice, And Your Clients in 2018.
Hosted by Rick McClanahan, Founder | CEO of the National Association of Certified Financial Fiduciaries (NACFF). Founder| CEO of the American Financial Education Alliance (AFEA) a national IRS approved 501(c )(3) non- profit organization specializing in providing financial education, and President | Senior Financial Consultant of Legacy First Financial Group LLC, a full service Holistic Advisory Firm.
Learn The All Important Difference Between Suitability Standards And Fiduciary Standards
Knowing the difference between Suitability Standards & Fiduciary Standards will make all the difference in determining what forms and disclosures you need, how long you need to store them, and how to prove that you are doing the right thing for your clients at all times.
The Most Common Misconceptions About The DOL Fiduciary Rule That Could Get You Sued Today.
While the DOL has officially postponed the roll out of the full BICE (Best Interest Contract Exemption) the regulations for PTE 84-24 are in full effect. This webinar will tell you what you are still required to do during the transition.
Learn What Triggers Fiduciary Responsibility and How You Can Ensure Compliance
It's one thing to know about the new DOL Fiduciary rule but what good does that do if you're not sure what actually triggers fiduciary responsibility? What about Assets under management acquired prior to the rule change? What about Inherited IRA's? Do fixed indexed annuities fall under PTE 84-24 or BICE? This webinar will provide answers to some of the most frequently asked questions.
Who is NACFF?
About The National Association Of Certified Financial Fiduciaries
NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure compliance with the new DOL Fiduciary rule. We have taken it a step further by providing a comprehensive fiduciary training program and certification process that will further establish qualified financial professionals as a Certified Financial Fiduciary (CFF)®.
CFF® is a professional designation for financial professionals, namely, those who have successfully completed a rigorous certification and training process established by NACFF and AFEA (The American Financial Education Alliance), and who agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.
Financial professionals who have earned the Certified Financial Fiduciary (CFF)® designation can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients best interest first. Additionally, CFF® designees are bound by a code of conduct which holds them to the highest standards of professionalism in the financial services industry.
The certification mark coupled with the information and processes taught in the course make it easy for a financial professional to quickly demonstrate the added value and security they bring to potential and existing clients.
Sign Up For This Free Webinar Today!
There is no cost or obligation to attend this free webinar. Space, however, is limited. Don't miss out on this critical information that can help protect you, your practice, and your clients in 2018!