On-demand CE lecture + assessment (CE completion requires an individualized access link)
About this program: This lecture covers fiduciary reliability as a design problem, structural separation, the Two Masters Problem, a repeatable four-step workflow, enforcement lessons, and privacy-by-design as a fiduciary extension.
Prefer to review first? The complete course transcript is published as a public reference document on AdviceOnly.org.
Course access required: To complete CE requirements, you must use your individualized access link (token). If you do not have a link, request one below.
Transcript reference (public): https://adviceonly.org/cfp-ce-advice-only-methodology-transcript/
CE completion requires: (1) minimum seat time, (2) minimum playback progress (tolerance applied), (3) attestation, and (4) assessment submission. Your progress is recorded under your access token.
These should match the info used to request access.