Uniform Principal and Income Act: More than Just a Name Change
How will the revised Uniform Income and Principal Act impact your policies, procedures, and controls? Engage with Duane Lee to pose your questions, prepare for change and gain collaborative feedback across the industry.
This course qualifies for the following CE credits:
AFIM® CE: 2.5 HRS
CTFA™ CE: 2.5 HRS
CFP® CE: 2.5 HRS
CWS® CE: 2.5 HRS
FIRMA® CE: 2.5 HRS