Course categories: Finance Certificate

Conflicts of Interest: What You (And Your Clients) Need to Know!

Cost: $50 PFAC Member – $70 Non-Member Speakers: Frank Acuna, Esq. and Tracy Regli, Esq. CEU Awarded: 1.0 CE/MCLE Person Presented Date: 07/17/2018   About the Course Are you aware of the situations which create conflicts of interest? Can you clearly identify who is the client, and to whom you owe fiduciary duties, including the […]