BICE SELF STUDY FOR IRAS AND ERISA PLANS

BACKGROUND, ALTERNATIVES AND IMPLEMENTATION

Goal of the Course

  • Enable the decision for the best way to implement BICE
  • Provide guidance and tools for the transition to BICE
  • Maintain and increase compensation under BICE
  • Minimize the time and cost of complying with BICE

Who should take the course?

  • Financial advisors and all who service or support IRA and/or ERISA plans

Benefits of taking the course:

  • Retain existing clients at a higher standard of care
  • Increase profitability of loss leader business
  • Use BICE as a new engine of business growth
  • DALBAR certification as Qualified Best Interest Expert

Course content:

  • Module 1:Background and Basis for BICE
  • Module 2:Changes, Opportunities and Threats of BICE
  • Module 3:Summary of BICE Regulations
  • Module 4:BICE Business Models and Pricing
  • Module 5:BICE Implementation Guide
  • Module 6:Managing BICE Risks
  • Module 7:Transitioning to BICE

Time required for the course:

  • 5 – 8 hours for advisors
  • Certification requires an exam that takes 30 minutes

Pricing:INTRODUCTORY RATE: The Individual Rate for BICE Self Study will be $200 for all candidates who enroll before the BICE regulation takes effect.

$200.00

 

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For more information about DALBAR's QAIB, please contact Cory Clark at 617.624.7156.