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Friday, November 20, 2009
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Webcast series: Are You An Emotionally Intelligent Adviser?
Wednesday, May 6, 2009
4:00 p.m. – 5:00 p.m. Eastern Time View the archive This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit. Download the non-IMCA CIMA CE submittal form Viewers are eligible for CE credit up to 1 year from the live event. Do you know how to manage the expectations of affluent clients? Take a free EQ assessment and then find out what the results mean from top behavioral finance experts who will lead a discussion on succeeding in today’s volatile environment. Moderators:
Panelists:
View the archive
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