The F-Word and Other Regulatory Concerns

Financial planner Jason Pereira joins Jason for a discussion around the fiduciary standard and what it means for financial advisors. Subscribe at the CE Drive Podcast Page to get access to Quizzes!   Supplementary Materials: Jason M. Pereira Financial Planning Association of Canada FP Canada - Standards Of Professional Responsibility CFP Board’s Standard Of Professional Conduct Kansas State University - Department Of Personal Financial Planning