Watch: Implementing the Advice-Only™ Methodology

Name: Implementing the Advice-Only™ Methodology in Financial Planning
Uploaded: 2026-02-27T00:00:00-08:00
Duration: 1 h 6 min 13 s
Description: Full one-hour CFP® Board CE lecture on Advice-Only™ fiduciary design and structural conflict control (Program ID 342203).

This CFP® continuing education lecture explains the structural design of the Advice-Only™ Methodology — a fiduciary planning framework that separates financial advice from implementation incentives.

The lecture explores the structural conflicts that arise when advisors serve two masters — the client and the compensation structure — and explains how the Fee Structure Firewall™ eliminates these conflicts through strict separation between advice and implementation.

Read the full transcript and CFP® CE course details →

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