RF™ BICE Self Study

BICE Self Study for IRAs and ERISA Plans informs the decisions that advisors and financial institutions must make regarding the regulatory requirements of the Best Interest Contract Exemption. The course details the various alternatives and presents the steps necessary to adopt BICE and maintain a profitable practice.

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RF™ 401(k) Self Study

RF™ 401(k) Self-study is an online education program designed to upgrade compliance procedures to keep pace with the new realities in which firms are arbitrarily held to a fiduciary standard in arbitration and to take advantage of the public pressure to act in a fiduciary capacity that presents increasing business opportunities.

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RF™ Wealth Management Self Study Training Program

RF™ Wealth Management Self-study is an online education program designed to provide the educational underpinnings for professionals who choose to deliver a superior standard of care to all the clients they serve.

Goals for this course will enable the professional to do:

  • Operate at a superior standard of care
  • Make a compelling case for selecting the RF™
  • Comply with present and future regulations
  • Maintain a profitable practice with rising revenue
  • Maximize the market value of the professional practice

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Compliance Self Study Training Program

Fiduciary Compliance Training is an online education program designed to upgrade compliance procedures to keep pace with the new realities in which firms are arbitrarily held to a fiduciary standard in arbitration and to take advantage of the public pressure to act in a fiduciary capacity that presents increasing business opportunities.

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For more information about DALBAR's Training Products, please contact Brooke Halloran at 617.624.7273.