Penetrating the RIA/Family Office Space
Senior Managing Director, Client Development, Foreside Financial Group
Director, Head of Manager Selection, Pacific Life
Chief Investment Officer, Independent Financial Partners
Director, Head of Manager Research, Massey Quick Simon & Co., LLC
NICSA is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry..
NICSA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: http://www.learningmarket.org/.
For this webinar:
CPEs Earned: 1
CPE Field of Study: Specialized Knowledge and Applications
Program Level: Basic
Delivery Method: Group-Internet Based
For more information, please contact Jordan DeBettencourt at 508.683.1618.