Investment Advisor Symposium

Investment Advisors…save the date. The CSI Investment Adviser Symposium seeks to update Investment Advisers on examination trends, marketplace and regulatory developments, and other topics of interest to financial professionals.  As Montana has not adopted IAR CE, there will not be credit available.  However, following the presentations, our examiners will be available to meet with anyone who wants on an individual basis to answer questions you may have about your business model, fees, Form ADV, expansion, or any other topic.