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 the Advice-Only™ Methodology, a structural fiduciary design and standards framework that separates advice formation from implementation-linked incentives (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-linked incentives.

Unlike flat-fee, hourly, project-based, or subscription pricing models, the Advice-Only™ Methodology defines the structure of the advice relationship itself — specifically whether advice formation is separated from asset-management compensation, product sales, referral incentives, platform benefits, and downstream implementation outcomes.

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™ structurally separates advice from implementation-linked incentives.

Read the full transcript and CFP® CE course details →

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