Understanding the Evolving Role of Advisors: Strategies for Compliance, Legal Duties, and Ethical Decision-Making in Today's Financial Landscape
Today’s financial world—and the role of the CPA—has grown far more complex. In addition to traditional responsibilities like tax preparation, audits, and financial planning, advisors are now routinely called upon for guidance in areas such as estate planning, family trusts, foundations, and real estate partnerships. Clients are living longer, and as they age, many rely increasingly on their advisors—not just for financial advice, but for decision-making support, blurring the line between advisor and fiduciary.
This course explores the evolving fiduciary role of the CPA over the past 35–40 years and how it is defined in today’s professional environment. It addresses the legal and ethical responsibilities that come with this role and offers practical strategies for managing compliance and reducing the risk of liability. Whether you're already serving in a fiduciary capacity or anticipate doing so, this course helps you navigate the challenges with clarity and confidence.
