DOL – Are You Ready for April? Training and Education around the DOL Fiduciary Rule Change

 

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On April 6, 2016, the U.S. Department of Labor (DOL) released its final regulation (DOL Rule) defining the circumstances under which a financial professional will be deemed to be a fiduciary.  Among the steps that firms should be taking are preparing education and training plans for advisors/representatives, staff and clients. Please join us for an interactive webinar where Oyster Consulting experts will share:

  • The importance of training for advisors/representatives and staff
    – When and what to share
    – Training Plan helpful tips
  • The importance of education for clients
    – When and how to share messages
    – Education/Communication Plan helpful tips
  • Training requirements
  • Implementation and delivery

 

For more information about how Oyster Consulting can assist your firm with its regulatory compliance needs, complete our contact form or call us at 804.965.5400 and one of our Relationship Managers will be happy to help you.

 

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