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Financial Planning Fiduciary Standards under Dodd Frank
Mandatory Knowledge and Application of investments, insurance and annuities
By Errold Moody
E-Book (available as PDF files)
About the Author
The text is the complement to two video courses approved by the State Bar of California for Continuing Legal Education (Fiduciary Duty Dodd Frank: Investments; Fiduciary Duty Dodd Frank: Insurance and Annuities). It is many layers above Suze Orman, Robert Kiyosaki and the like and you will have to think . But it is also NOT a theoretical jumble of numbers and graphs. It is real life product application that debunks a lot of old marketing hype that was the reason for the trillions of dollars lost in 2000 and 2008. MANDATORY READING FOR FIRST YEAR FINANCE, BUSINESS AND FINANCIAL PLANNING MAJORS, ALL CFPS, ChFCs, CPAs AND ANY ATTORNEY DEALING WITH MONEY MATTERS (BUSINESS, ESTATE, REAL ESTATE, DIVORCE, PENSIONS, 401ks, ETC.) AND all consumers who want a true picture of how investing works, the risks thereof, and how to keep losses to a minimum. It is also mandatory reading for anyone attempting securities or insurance or annuities arbitration//litigation. The ebook is unique since it has been formatted so that the research links can be simply ‘clicked’ in the text to allow access to more detail. The Foreword may be found at efmoody.com/Foreword.pdf The Table of Contents may be found at efmoody.com/contents.pdf It is about 475 pages
Preview coming soon.
Errold Moody has more background than any other financial planner in the U.S- PhD (Real Estate) MBA MSFP (Master of Science in Financial Planning) LLB BSCE He is one of just 30 Life and Disability Insurance Analysts in California and has been a Registered Investment Adviser for almost three decades. He has taught most securities, real estate, financial planning and insurance and annuity courses for all audiences including teachers, CPAs, attorneys, CFPs, brokers, agents and general consumers. More than that, he has been a personal financial planner for over 30 years and has therefore been in the trenches with the marketing hype and significant ineptness of the investment industries. In that regard, he has attempted to force regulators to “regulate”. He has attempted to get the planning organizations to actually address fiduciary duty more than just as a word. He has attempted to mandate the education necessary to assist the general public. But intense marketing by the industries and a negative moral business compass by most has led to the financial mess we are now in. It will continue unless true education is finally addressed. Dr. Moody’s newest book, “Financial Planning Fiduciary Standards under Dodd Frank” represents the issues and knowledge base that can make the difference.
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