IAR Course Hosted by FPA MN

Description

Navigating Minnesota's New IAR Continuing Education Rules: A Focus on Ethics

Date: Friday, November 7, 2025
Time: 8:30 am–4:00 pm CT
Location: FPA of MN Offices | Assemble Conference Room (First Floor)
1601 Utica Ave S, Suite 213, Minneapolis, MN 55416
Presenter: Keith “Sunny” Loveland, JD, AIFA, CIDA, Keith Loveland Consulting

Effective January 1, 2025, all Investment Adviser Representatives (IARs) registered in Minnesota are required to complete 12 hours of continuing education (CE) annually to maintain their registration. This new requirement, based on the NASAA model rule, is designed to ensure IARs stay current on industry best practices, regulatory developments, and ethical standards.

This comprehensive event, will explore the specific content required for the 6 hours of Ethics and Professional Responsibility, including the fiduciary duty, conflicts of interest, and the application of ethical principles in real-world scenarios.

$99 for FPA members
$149 for FPA non-members
$25 discount for NAIFA Members. Email info@NAIFA-MN.org to receive your discount code to register at the FPA site.

More details and registration… Click here