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Fiduciary Admin & Risk Mgmt - Uniform Principal and Income Act (UPIA)

Please complete this confidential evaluation of the training you just completed. We value your candid feedback. Please let us know what you liked and what we can do better.



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What region do you represent?*
Central
Midwest
South
Northeast
Other


What is your role?*
Private Banker
Investment Advisor
Client Advisor
Client Service Associate (CSA)
Market Director (MD)
Market Administrative Officer (MAO)
Fiduciary Officer
Fiduciary Officer - ESU
Wealth Advisor/Financial Planning Advisor
Fiduciary Executive
Other


The content of the course was:  *


The length of the course was:  *


The amount of information provided was:  *


The information shared in the course will be:  *


Please provide any additional information on the training course:


I was able to hear the webcast.*
Strongly Agree
Agree
Disagree
Strongly Disagree


The slides changed at the appropriate times during the webcast.*
Strongly Agree
Agree
Disagree
Strongly Disagree


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