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World Master Curriculum 2025
Fiduciary Training: Plan Governance & Documentation
Plan Governance & Documentation - Part 1 (34:23)
Plan Governance & Documentation - Part 2 (32:56)
➡ Complete for CE Credit: Plan Governance & Documentation Poll/Quiz
Fiduciary Training: Measuring Defined Contribution Plan Success
Measuring Defined Contribution Plan Success (37:51)
➡ Complete for CE Credit: Measuring Defined Contribution Plan Success Poll/Quiz
Fiduciary Training: Advisor Best Practices - Specialist vs. Generalist
Advisor Best Practices: Specialist vs. Generalist (55:04)
➡ Complete for CE Credit: Advisor Best Practices - Specialist vs. Generalist Poll/Quiz
Fiduciary Training: Challenges & Fears Facing Plan Sponsors
Challenges & Fears Facing Plan Sponsors (27:44)
➡ Poll/Quiz - Complete for Certificate & CE Credit
Fiduciary Training: Employer Survival Guide
Employer Survival Guide (32:27)
➡ Complete for CE Credit: Employer Survival Guide Poll/Quiz
Discovering Your Fiduciary Responsibilities
Discovering Your Fiduciary Responsibilities: Presentation - Part 1 (27:05)
Discovering Your Fiduciary Responsibilities: Q&A Session - Part 2 (15:52)
➡ Complete for CE Credit: Discovering Your Fiduciary Responsibilities Poll/Quiz
Fiduciary Training: From Stressed to Savvy - How Financial Wellbeing Transforms Workplace Culture
From Stressed to Savvy - How Financial Wellbeing Transforms Workplace Culture (30:20)
From Stressed to Savvy - How Financial Wellbeing Transforms Workplace Culture - Q&A Session (11:30)
➡ Complete for CE Credit: From Stressed to Savvy - How Financial Wellbeing Transforms Workplace Culture Poll/Quiz
Fiduciary Training: Retirement Plan Fees & Benchmarking
Retirement Plan Fees & Benchmarking - Presentation (36:50)
Retirement Plan Fees & Benchmarking - Q&A Session (11:44)
➡ Poll/Quiz - Complete for Certificate & CE Credit
Advisor Best Practices: Specialist vs. Generalist
About this Module:
Speaker: Jim Lyday, Managing Director - Pensionmark Nashville
Duration: 55 min.
Complete Quiz Below Afterwards for Certificate of Completion
Complete and Continue