SEC Mandatory Training July 27-29

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BHFM Advanced Training

July training will be the most important training sessions we have had to date. The SEC Marketing Rule is changing how we talk about investment performance and will allow you to start incorporating testimonials into your marketing.

Why do you need to attend?

  • We will be training you on and roleplaying the specific changes to the 101 and the sales process that you MUST learn to be in full compliance with the new SEC Marketing Rule.
  • We will train you on how to use the power of testimonials in your practice.
  • Note: You can NOT use testimonials unless you are in full compliance with the SEC Marketing Rule.

Who should attend?

  • This will be a mandatory training for all IARs with FTA Wealth Advisors
  • Highly recommended RIAs associated with FTA Wealth Advisors

July 27-29 at the Ameristar Casino Resort in St Louis

When: 
Wed, July 27, 5pm CDT –
Fri, July 29, 3pm CDT

Where:
Ameristar Hotel and Casino
1 Ameristar Blvd.

St. Charles, MO 63301

Ameristar Casino Resort in St Louis

Book your room NOW to save money! 
Ameristar’s guest room construction will be underway during the month of July, so hotel space will be at a premium.

You have two options for booking your room: