Covers an expansive view of what it means to be a fiduciary, grounded in the intention of the Prudent Investor Rule. Compares different existing “fiduciary standards” and how to describe the value of working with a fiduciary wealth advisor. Includes clear distinctions between serving clients through a process vs. a product-based or suitability-based approach to selling.
What You’ll Learn
After completing this course, students will be able to: