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Colorado Advocacy & State Resources

Financial Services Institute / Colorado Advocacy & State Resources
  • Colorado Advocacy & State Resources

    FSI is committed to advocating for its members on the federal and state levels. We will be updating state issues in the Advocacy Action Center to monitor developments in the states and raise awareness about the many issues we are tracking.


  • Elder Abuse Reporting Information

    Elder Abuse

    Colorado Elder Abuse Bill H.B. 1253

    Requires a broker dealer or investment adviser to notify the Commissioner of Securities of any reasonable suspicions of elder abuse.

    Read more.

    FSI Action: FSI will contact the bill sponsor and submit a letter of support.FSI will continue to engage on this bill as appropriate.

    Engaging the Next Generation

    While advocacy in Washington D.C. is our primary function, we are also working with and for our members to address the important, industry-wide challenge of hiring and training the next generation of financial advisors. Please see the links below for information on educational programs in your state.

    • College for Financial Planning
      Program Type: CERTIFIED FINANCIAL PLANNER™ Certification Professional Education Program
      Six course, live, interactive program designed to be completed within 1-2 years.
    • Colorado State University
      Program Type: B.S.B.A. Finance Concentration/Financial Planning Option
      Standard business curriculum with course electives specifically geared towards financial planning.
    • Metropolitan State University of Denver
      Program Type: Personal Financial Planning Certificate
      Six course program with each course taught once per week for 10 weeks each.
    • Metropolitan State University of Denver
      Program Type: Personal Financial Planning Certificate Fast Track Format
    • Metropolitan State University of Denver
      Program Type: B.S. Finance-Concentration in Financial Services
      Standard business curriculum with course electives specifically geared towards financial planning/services.

    Call to Action

    There are no Calls to Action for this state at this time, please check back periodically and watch your in-box.

Elder Abuse Reporting Information

Elder Abuse

Colorado Elder Abuse Bill H.B. 1253

Requires a broker dealer or investment adviser to notify the Commissioner of Securities of any reasonable suspicions of elder abuse.

Read more.

FSI Action: FSI will contact the bill sponsor and submit a letter of support.FSI will continue to engage on this bill as appropriate.

Engaging the Next Generation

While advocacy in Washington D.C. is our primary function, we are also working with and for our members to address the important, industry-wide challenge of hiring and training the next generation of financial advisors. Please see the links below for information on educational programs in your state.

  • College for Financial Planning
    Program Type: CERTIFIED FINANCIAL PLANNER™ Certification Professional Education Program
    Six course, live, interactive program designed to be completed within 1-2 years.
  • Colorado State University
    Program Type: B.S.B.A. Finance Concentration/Financial Planning Option
    Standard business curriculum with course electives specifically geared towards financial planning.
  • Metropolitan State University of Denver
    Program Type: Personal Financial Planning Certificate
    Six course program with each course taught once per week for 10 weeks each.
  • Metropolitan State University of Denver
    Program Type: Personal Financial Planning Certificate Fast Track Format
  • Metropolitan State University of Denver
    Program Type: B.S. Finance-Concentration in Financial Services
    Standard business curriculum with course electives specifically geared towards financial planning/services.

Call to Action

There are no Calls to Action for this state at this time, please check back periodically and watch your in-box.
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