EVENT DESCRIPTION

Experience "story style" audio learning in this high quality ProDio course. Listen and learn while you’re on the go and complete your professional development at your own convenience – anytime, anywhere.

Would you or your clients have been duped by Bernie Madoff of Earl Jones? Award winning and best-selling author, Kelley Keehn, guides listeners through the often-devastating world of investment scams. You work hard to help your clients become financially literate and to achieve financial success. You can help them prevent falling victim to fraud. This course features interviews with government officials and front-line experts. Tune in and learn how to identify red flags related to fraud.

Learning Objectives:

By the end of this course, you will be able to:

  • Explain how Ponzi schemes work
  • Describe four ways Ponzi Schemes fall apart
  • Describe red flags that may indicate a fraudulent investment scheme
  • Distinguish between binary options, offshore or tax-free investment schemes, securities fraud, as well as pump and dump schemes
  • Outline specific actions steps you can take to protect your clients and yourself
  • Outline key questions you should ask your current or new financial advisor or planner