Now that the new U.S. Department of Labor Conflict of Interest Rule is final, the financial services community has a lot of questions. To help you get the answers you need to serve your clients under the new fiduciary rule, the expert retirement income planning faculty at The American College of Financial Services has closely studied the new ruling and how it will affect the profession.
To aid financial services professionals as they navigate a regulatory environment with an expanded fiduciary standard of care, The American College of Financial Services has created two unique, educational opportunities that will help you gain an advanced understanding of the new DOL rule and how it affects financial advisors, broker-dealers and many other financial services professionals.
Additionally, The College is regularly blogging about the DOL rule hosting a variety of other DOL-focused content.
The College is offering new course content to teach financial professionals how to navigate retirement income planning in this new landscape.
Online course. Launching June 1, 2016, this multi-part course with assessments is open to anyone with a professional interest in learning how to navigate the critical issues surrounding the new DOL rule.
The Professional Standards Course also includes access to the Professional Standards: Webcast Series, which features quarterly DOL rule updates on any changes and clarifications in the rule over the coming months.Learn More
Moving beyond the cursory, this advanced Webcast Series will bring a practical discussion and in depth understanding to the Department of Labor's Conflict of Interest Rule. This is an informational content program with no examination.
The Professional Standards: Webcast Series provides financial services professionals with timely, continuing updates on any changes and clarifications in the new DOL rule over the coming months.Learn More
Available On Demand
The webcast, The DOL Conflict of Interest Rule: What does it mean for you?, covers new developments and addresses opportunities and challenges for financial professionals operating under the DOL Conflict of Interest Rule.Watch Archived Webcast
Available On Demand
Craig Lemoine, PhD, CFP®, Director of The American College Granum Center for Financial Security, discusses how the new DOL rule will change the landscape of the financial services profession.Watch Archived Webcast
Craig W. Lemoine, PhD, CFP® holds the Jarrett L. Davis Distinguished Professorship of Financial Planning Technology and is the director of The American College Northwestern Mutual Granum Center for Financial Security. Dr. Lemoine serves as the champion of The College’s Certified Financial Planner® (CFP®) and Chartered Financial Consultant® (ChFC®) programs, and is recognized as a subject matter expert in insurance, investment, and financial planning.
Julie Anne Ragatz holds the Charles Lamont Post Chair of Ethics and the Professions and is the director of The American College Cary M. Maguire Center for Ethics in Financial Services. Professor Ragatz teaches in the MSM, MSFS, and PhD programs at The College, and is currently a PhD candidate in Philosophy at Temple University.
Jamie P. Hopkins, ESQ., MBA, LLM, ChFC®, CLU®, RICP®, is an associate professor of taxation at The American College of Financial Services’ Retirement Income program, and he is the co-director of the New York Life Center for Retirement Income. He also holds the Larry R. Pike Chair in Insurance and Investments at The American College of Financial Services. Professor Hopkins is considered one of the leading retirement planning experts in the United States.