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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
Are you a financial planner or professional in the financial services industry? Join our upcoming webinar titled "Addressing Conflict of Interest in Financial and Retirement Planning." In the ever-evolving world of financial and retirement planning, safeguarding your clients' best interests is a top priority. However, the financial industry is no stranger to potential conflicts of interest. Balancing the responsibilities of providing sound advice and navigating these conflicts is both challenging and ethically essential for financial planners.
This interactive course is tailored for financial professionals in Canada and beyond. Our expert speaker Ilene Slatko will delve into the complexities of identifying, managing, and mitigating conflicts of interest, ensuring your clients' financial well-being remains at the forefront. We'll cover critical topics, including understanding conflict of interest, recognizing common scenarios, ethical considerations, regulatory frameworks, and best practices for conflict management. Real-life case studies and examples will be discussed to provide practical insights.
Key Topics Covered:
This CPD webinar is designed to equip you with the knowledge and strategies needed to address conflicts of interest effectively, uphold the highest ethical standards, and enhance your ability to offer unbiased and client-centric financial and retirement advice. Don't miss this opportunity to gain a comprehensive understanding of conflict of interest in financial planning and elevate your professional expertise.
Principal, DSS Consulting
For the past 35 years Ilene has provided financial literacy and investment education for individual clients to enhance their understanding of money, finances, and investments; and to organizations with a particular emphasis on retirement planning. She has worked for notable Washington, DC area investment companies in management and in building organizational depth in financial education.
Ms. Slatko has significant experience in the areas of leadership development, team development, career development, executive coaching and talent management. She has expertise in designing learning solutions – virtual instructor-led training and instructor-led -- to meet the unique challenges of clients. She was a key provider of executive and employee education for The Southland Corporation, U.S. Mapping, Century 21, and ERA Real Estate. She has worked with executives and leaders in the areas of communication, selling, client management, leadership development, and team development.
Ms. Slatko has extensive experience in Federal retirement programs and training federal employees. When the previous retirement system was replaced by FERS, Ilene was at the forefront of presentations to educate affected employees in their choices. She has been a trainer for retirement presentations at agencies throughout the DC area,
She has been a speaker at conferences including the Army Materiel Command Women’s Financial Day, Delaware Women’s Conference, and numerous youth financial literacy programs. Ms. Slatko is currently the host of a weekly Roku and Apple TV show called, The *It Show, the first financial program designed specifically for young women. In addition, she has been the Director of Training for companies in the financial and real estate fields.
Ilene is an alumna of Marietta College where she studied Drama, Speech, and English.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
50 Ratings
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29
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19
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ERS
Dec 26th, 2023
Great course
DB
Dec 16th, 2023
Interesting presentation about a real and growing concern for potentially all of us.
KB
Dec 28th, 2023
Good content in this presentation, handouts are well organised and easy to follow.
DLR
Dec 23rd, 2023
Very insightful and practical advise.
AT
Dec 14th, 2023
It was great
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