Investor bill of rights
from CFA Society Chicago
Realize Your Rights: CFA Society Chicago will review CFA Institute's Statement of Investor Rights. All investors have the right to have financial professionals that make decisions serving in the best interest of their client. This program will teach you what to expect from a financial professional, the questions you should ask to help determine if the person or firm you hire is putting your interests first and how to tell if they are committed to ethical principles critical to your goals.
7701 Las Colinas Blvd., Ste. 800, Irving, TX 75063