In this webcast, participants will identify and summarize the major changes and enhancements to fiduciary best practices in the latest edition of Fi360 Prudent Practices®.
We'll also:
Go through what those updates mean for advisers and practitioners working with clients
Review the steps, practices, and criteria that support the Fiduciary Quality Management System described in the handbook.
The session concludes with insights from a CPA perspective on applying Prudent Practices in real engagements, highlighting documentation expectations, common pitfalls, and approaches