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Personal Financial Planning Program Webinars

A note from Knut A. Rostad

In September 2018, the Institute awarded the Frankel Fiduciary Prize to Harold Evensky at Texas Tech in Lubbock. While on campus I spoke before several classes and saw first hand the interest of students in the subject of fiduciary duties.

Since then, in collaboration with two Personal Financial Planning (PFP) programs, we identified fiduciary topics to offer in one-hour webinars. The first program was launched in September 2019. We welcome feedback from students and professors at info@thefiduciaryinstitute.org.

Joining a Fiduciary, Fee-Only Firm: What You Should Know – March 23, 2020
Hosted by Pagnato Karp, sponsored by the Institute for the Fiduciary Standard, and featuring Ann Marie E. Ashworth, Stephanie H. Spies, Brian K. Scheiss, and moderated by Devin Baker.

Fiduciary Fundamentals for Financial Planning Students…and Advisors Wanting a Refresher – November 11, 2019

What is Reg BI? – September 23, 2019
Hosted by Pagnato Karp featuring Knut A. Rostad, Dan Moisand of Moisand Fitzgerald Tomayo, and moderated by Skip Schweiss of TD Ameritrade.

Fiduciary Doings

Tamar Frankel and Phyllis Borzi

 

The Institute organized a meeting to discuss common interests on Reg BI, the states and advocacy on January 16 in Washington. 22 leaders from nine advisor and consumer advocacy organizations attended.

Here, Phyllis Borzi (left) and Tamar Frankel, Institute Board of Advisor members, are seen readying to depart an Institute dinner, the evening before, where they led discussions.

 

Clark Blackman (left) and Chris Cannon, Real Fiduciary Practices Board members

 

Fiduciary Institute colors fly at CFA Institute conference. Clark Blackman (left) and Chris Cannon, Real Fiduciary Practices Board members, wear their 'Fiduciaries Rock' hats at the CFA event in Fort Lauderdale.