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NAPFA Webinar - Advancing Fiduciary Advice

Wed, Aug 21, 2019   3:00 PM - 4:00 PM

Online Webinar, ,

Presented by:
Knut A. Rostad, MBA, AIF®, president of the Institute for the Fiduciary Standard
Wednesday, August 21 at 3:00 p.m. ET (2:00 p.m. CT, 12:00 p.m. PT)
Earn: 1 CFP® CE and 1 NAPFA CE in A – Financial Planning Process
Member: Free; Non-Member: $39. This webinar is brought to you courtesy of Genesis sponsor LLIS.

In a regulatory environment that seeks to blur the line between true fiduciaries and those who serve their own interests instead of those of the client, Fee-Only planners need to know how to continue to differentiate themselves. Presenter Knut A. Rostad, MBA, AIF®, president of the Institute for the Fiduciary Standard, will outline a way for financial advisors to advance fiduciary, Fee-Only advice in the wake of the SEC’s new rulings. Knut will be covering the threats on the horizon to our fiduciary standard, why we should pay attention, and what we should be doing about it.

Knut Rostad is the regulatory and compliance officer at Rembert Pendleton Jackson, a registered investment adviser in Falls Church, Virginia. Knut co-founded and chaired the Committee for the Fiduciary Standard and is currently a founder and president of the Institute for the Fiduciary Standard, a nonprofit formed in 2011 to advance the fiduciary standard through research, education and advocacy.

The Institute has established the Institute’s Six Core Fiduciary Duties, the Fiduciary Declaration, Fiduciary September, and the Frankel Fiduciary Prize. In May 2014, the Institute launched its initiative to craft fiduciary best practices for investment and financial advisors.

Knut edited The Man in the Arena: Vanguard Founder John C. Bogle and His Lifelong Battle to Serve Investors First (Wiley, 2013). He earned a BA in Political Science at the University of Vermont and an MBA from the Norwegian School of Management.

Registration for the webinar will close at the end of business on Tuesday, August 20.