Series 65 podcast · Episode 25
ERISA Issues
1h 6m of listening
Clients. Free audio, ready to play in your browser.
Pair listening with reading
Follow along with
the written unit.
Listen at your own pace, then use the matching lesson to revisit the details. The written material includes:
- Fiduciary Issues
- Investment Policy Statement
- Prohibited Transactions
Put this episode into practice with adaptive questions and flashcards in the full Series 65 course.