Advisor, Carlos Dias Jr.
Carlos is a financial advisor and founder of Dias Wealth, as well as a nationally syndicated for Kiplinger, and a public speaker. He has contributed over 100 articles or quotes to Forbes, MarketWatch, Investopedia, TheStreet, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. Carlos has also been interviewed on various radio and television stations all over the U.S. Carlos is fluent in Portuguese and Spanish.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
252 Ratings
EL
Jun 17th, 2021
This webinar is excellent. It certainly puts the fear in you about investment advisors and what to watch out for. Speaker is very knowledgeable and engaging. Thank you!
MB
May 25th, 2021
The webinar was super interesting. It was surprising to learn about all the different licenses and what the main ones mean.
DB
May 25th, 2021
This speaker and topic were EXCELLENT. I would like similar topics from this speaker in our CPE Training.
AL
Apr 9th, 2021
A lot of good information provided. I found them valuable. Enjoy the presentation. Easy to follow.
PC
Apr 9th, 2021
This webinar really opened my eyes as to what I need to consider when choosing a financial advisor.
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