Connect * Empower * Impact


2019 AFCPE® Research and Training Symposium


AFCPE Pre-Symposium: Sunday, November 17 - Tuesday, November 19
AFCPE Symposium: Tuesday, November 19 - Thursday, November 21
Schedule Subject to Change

Thursday, November 15th, 2018
Category: Financial Fraud
Investment Scams: Helping Your Clients Avoid Fraud
The presentation will help raise practitioners' awareness of the warning signs and patterns of common investment scams so that they may better help their clients avoid losing their hard-earned money to investment fraud. Discussion will cover how individuals can identify and avoid investment scams, including the red flags of investment fraud, common scams used by fraudsters, and questions to ask before investing.
*CFP Pre-Approved Session - 1 CEU