Evaluating and Compensating your Financial Advisor *In-Person*

When:
Saturday, Mar 15, 2025 11:00a -
12:00p

Where:
CCAE
42 Brattle St.
Cambridge, MA 02138

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Admission:
$40

Hosted by:
...
ccae Cambridge Center for Adult Education

Categories:
Classes

Event website:
https://ccae.org/classes/offering/2056/evaluating-and-compensating-your-financial-advisor-in-person

This class is for anyone who has a financial advisor or is considering hiring one.You will learn a specific approach to select, evaluate, and compensate a financial advisor; this includes how to determine their suitability, competency, performance, and fiduciary commitment. You will also learn the various models by which financial advisors are compensated and which is the most suitable, least conflicted, and least costly. Instructor: Jimmy Becker


This class will meet in-person at CCAE. Please view our In-Person Class Guidelines prior to enrolling.

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03/15/2025 11:00:00 03/15/2025 12:00:00 America/New_York Evaluating and Compensating your Financial Advisor *In-Person* <p>This class is for anyone who has a financial advisor or is considering hiring one.You will learn a specific approach to select, evaluate, and compensate a financial advisor; this includes how to...

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