The CFP Board proposal on fiduciary duties are a good first step towards a fiduciary standard. Yet, they fall well short of basic fiduciary practices and, equally as important, what ordinary investors clearly want from an investment advisor or financial planner. Significant common sense revisions will align the CFP requirements with true fiduciary practices. Alternatively, the Board can realign its promise to the public to fit its current standards. Webinar attendees will learn:

• Key areas where the proposed standards fall well short of fiduciary duties;
• What independent research and experience say investors want in a fiduciary advisor;
• Important revisions or fixes that CFP Board can make now to meet a fiduciary standard; and
• How the CFP Board can realign its promise to meet current standards.