Welcome to the College for Financial Planning’s monthly audio series, Financial Planning Perspectives 2009. This month’s recording, August 2009, will focus on conflicts of interest within a practice by Frank C. Bearden, Ph.D., ChFC, CLU.

Author: Frank C. Bearden, Ph.D., ChFC, CLU

Frank Bearden is a regional director for strategic and academic alliances within the Apollo Group, the parent organization for the University of Phoenix. He also provides consulting for financial advisors emphasizing conflicts of interest and other professional issues in practice. He has 32 years of field leadership experience supporting financial advisors with companies such as MetLife, Merrill Lynch, Prudential, Canada Life, and Thrivent Financial for Lutherans. Frank is an adjunct faculty member of the College for Financial Planning Graduate Degree Programs and a doctoral faculty member and dissertation mentor in the School of Advanced Studies for University of Phoenix. He has written extensively about conflicts of interest in financial planning publications and has over 70 publications in peer-reviewed journals and other professional publications.

Frank is completing a definitive book about conflicts of interest entitledThe Subtle Influence: Conflicts of Interest in Financial Planning that will be available online and in retail bookstores at the end of 2009. Frank has a B.A. with honors from the University of North Texas, an M.S. in management from the American College, and a Ph.D. in leadership studies from Our Lady of the Lake University emphasizing financial planning leadership.

Let us begin this informative audiotape presentation by Frank Bearden

Complexity Level: Advanced