Bridge over ocean
6 May 2020 Multimedia

Earning Investors' Trust Webinar

How the Desire for Information, Innovation, and Influence is Shaping Client Relationships

  1. Rebecca Fender, CFA
  2. Dan Connell
  3. Kevin McPartland

In a session moderated by Kevin McPartland of Greenwich Associates, Rebecca Fender, CFA, of CFA Institute & Dan Connell of Greenwich Associates discuss the recent Earning Investors' Trust report from the Future of Finance. Topics include:

- the value of trust during uncertain or volatile markets

- trust factors impacting investment firms and advisers

- how credibility + professionalism = trust and value

- the role of technology and innovation in building trust with clients
CFA Members Earn 1PL
Record PL credit Manage your Professional Learning credits

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