CERTIFIED FINANCIAL FIDUCIARY®
As a fiduciary, your clients’ trust is your most valuable asset – but if you’re not in compliance with the latest rules and regulations, the consequences could be severe.
Assess your business model and audit your regulatory risk with a free four-module course that prepares you for the Certified Financial Fiduciary®* Program.
The 4-module course with self-paced assessments includes:
- Understanding PTE 2020-02
- Best interest standard
- PTE 84-24 & TE 2020-02 present and future
- Fiduciary responsibilities, rollovers, and more
Future-Proof Yourself for Greater Client Satisfaction.
**The American College of Financial Services does not own the certification mark Certified Financial Fiduciary®. Certified Financial Fiduciary® is the property of the National Association of Certified Financial Fiduciaries® (NACFF®), which it awards to individuals who successfully complete the NACFF®’s initial and ongoing certification requirements.