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 NAVIGATING REG BI: CE CREDIT WEBINAR

REGISTER

June 26, 2020 at 10:00 am PT / 1:00 pm ET

Join Hilary Katz, Onboarding Coach at Riskalyze, as she takes you through the ins-and-outs of navigating Reg BI and what it means for your firm. 

Reg BI is about demonstrating your care for clients while educating and informing them about your decisions. In this webinar, we'll unpack the four main components of Reg BI and what they mean for you.

Completion of this course will qualify for one hour of CE credit.

 

 

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Meet the Speaker

"I am much more confident that the portfolios I construct for my clients actually suit their risk tolerance than if I was dealing with the ambiguities of a verbal questionnaire. Riskalyze is good for Investment Policy Statements, planning, and compliance."
- Cheryl Johnson, SeaCrest Wealth Management

"For all you advisors thinking of using Riskalyze, DON'T! I want this fantastic, incredible, game changing tool all to myself. With it, only I will be able to rule the entire investment world!"

- YO, ADVISOR IN CALIFORNIA

"Setting clear expectations with our clients is one of the most important things we do. Riskalyze makes that easy!"

- DAVID, ADVISOR IN CALIFORNIA