The Institute for the Fiduciary Standard

A resource site for investors, brokers, academics and the media.

Building a fiduciary culture of honesty, integrity, and expertise.

You are here: Home / Personal Financial Planning Program Webinars

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 Anne 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.

Carolyn McClanahan

 

"With the advent of 401(k)s and the decimation of pension plans to ensure financial security in old age, a fiduciary standard is more important than ever. The public needs to be confidant that advisors helping them plan for their retirement years always and only act in their best interest as a fiduciary. I'm happy to endorse organizations such as the Institute for the Fiduciary Standard that promote protections for those who need to secure their financial future."