It's no secret that more and more advisors are starting to leverage technology to make their practices more efficient. In this webinar, Dan Egan and Elisa Garcia of Betterment will examine trends in the robo space and changing consumer habits that are paving the way for this rise in investment management technology. We'll also hear from two advisors utilizing the Betterment for Advisors tool to help streamline their businesses and better manage clients’ assets.
This session will cover:
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFc designations.
The Financial Planner’s Ethical Dominance® program provides a practical approach to learning the ethical standards of professional conduct and responsibility in an interactive format through the use of real-life scenario cases. After this two-hour session, attendees will have a concrete understanding of the dos and don’ts of working with your clients ethically as a CFP® Professional.
This session will:
Please Note: Two Approved CE Ethics credits will be provided for CFP, RICP, CLU and ChFc designations.
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