News from FPA of Michigan

Your Partner in Planning

June 21, 2023

Achieve your 2023 IAR CE requirements

with the two-day virtual Workshop!

Tuesday, June 27th and Wednesday, June 28th

8:45 am to 4:30 pm EST | Virtual

On November 24, 2020, North American Securities Administration Association (NASAA) members elected to adopt an investment adviser representative (IAR) continuing education requirement (CE) with the goal of ensuring that advisers receive proper and updated training on the securities business relevant to their duties and obligations. In order to meet the demand for the annual IAR CE requirement, several FPA chapters and COMPLY are launching the first annual IAR Continuing Education Workshop on June 27th and June 28th.

Over the course of two days, COMPLY’s compliance experts will deliver the 12-credit IAR Continuing Education program virtually to FPA members and non-members.

Want to register or learn more about the new IAR CE Requirements

and whether they apply to you, click here.

We enjoyed meeting with legislators and educating them on our vital work.

Advocacy issues covered:

• We spent time discussing the FPA and our core member, the CFP.
• Our support of financial literacy and we had the opportunity to meet with members from the Michigan Department of Education, offering guidance and support as they develop a curriculum for the mandated financial literacy course as a high school graduation requirement in Michigan.
• We discussed our support of tax incentives for consumers to encourage them to seek quality financial advice.

We hope you will consider joining us at next year's Advocacy Day!

Julie E. Hall, CFP®, CFT-I ™, MSF

FPA of Michigan Advocacy Committee Chair

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FPA of Michigan

Email: info@fpami.com | Phone: 248-330-7757 | www.fpami.com