Join a discussion about participating in the FPA’s Investment Knowledge Circle Committee. The session will discuss the value that Financial Advisors will gain from participating in the Investment Knowledge Circle calls and joining the committee. The investment landscape is continuously changing and there are many methods and resources available to keep up with the changes. As committee members look for topics and potential speakers it helps increase their knowledge and learn industry trends.

There has been a shift in the industry to take a more passive approach. We think the idea that financial advisors don’t need to develop investment knowledge at all is absolutely wrong. If you have outsourced your investment management to this point, do you feel comfortable with your level of investment expertise when clients ask specific questions? And what are client expectations when it comes to your knowledge of investment markets?

We will discuss what commitments joining the committee entails and explore future topics our fellow FPA members wound benefit from. The greatest value of the session will be the chance to hear from and share with your peers, other advisors.