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Event Details

Webinar: How to Avoid Misleading Compensation Disclosures

  • Dates: August 07, 2013

Join CFP Board on Wednesday, August 7, 2013 at 1:30 p.m. (Eastern) for a webinar addressing how to interpret CFP Board’s current compensation definitions, identify potential pitfalls and common mistakes by CFP® professionals and discussing gray areas in how CFP® professionals describe their compensation to consumers.  

The webinar will be hosted by Rex Staples, Esq., Director of Investigations, and presented by Philip L. Fazio, CFP®, a member of CFP Board’s Ad Hoc Disciplinary and Ethics Commission, Michael P. Shaw, Esq., Managing Director of Professional Standards and Legal and Adam Zajac, Esq., Adjudicatory Counsel.

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