FPA has teamed up with Strategic Ethos' Don Trone, an industry expert on investment fiduciary responsibility and Greene Consulting, one of the premier training firms in the financial planning industry to develop the first in a series of fiduciary books and training programs for financial planners. Sponsored by Thornburg Investment Management®, the book is available in hardcopy, an electronic e-digital format, and as a training course.
The Fiduciary Movement
Fiduciary Ethos-FPA Edition introduces a thorough overview of the fiduciary standard of care consistent with the six-step financial planning process. Learn how a principles-based decision-making process can be used to define a fiduciary standard of care, and focus on investment fiduciary responsibility, with the Ethos decision-making framework being used to structure similar fiduciary standards for the remaining financial planning disciplines.
Discover the leadership behaviors of highly effective financial planners, and learn how these behaviors are consistent with FPA’s Code of Ethics. Build your business and reputation as you learn the procedures to assess a financial planning practice against a defined fiduciary ethos.
Fiduciary Ethos incorporates four critical elements of the financial planning profession:
- The FPA Standard of Care;
- FPA's and CFP Board's Code of Ethics;
- The CFP Board's Practice Standards; and
- Components of the CFP Board's Rules of Conduct
Get caught up on fiduciary practice now
Comprehensive half-day and full day courses are also available for your practice. For more information about the Fiduciary Ethos partnership, or to find out more about having Don Trone at a training event call 800.322.4237.