Ep. 1 - The Rise of Barron’s Top Financial Advisor, Dawn J. Bennett

Course Description 

In Episode 1 of The FraudQast, listeners enter a forensic accounting classroom as instructor Kelly Richmond Pope, PhD in Accounting, Fraud Expert, and Author, begins to tell us about the story of financial advisor Dawn J. Bennett and how she started her advisory business, and the tactics she used to get new clients on board. We also hear about how the timing of her business development during the 2008 recession impacted how she used narratives to maintain her brand during these difficult times in the investment world.

Learning Objectives

• Recall how to utilize due diligence and professional skepticism during financial advisement.
• Identify risk behaviors associated with the 2008 recession
• Recognize components of the financial advisory sector, including Barron’s ratings, employment agreements, and tax law.

Course Instructions

To complete this course, you must complete each lesson, including watching video content, reading provided articles, answering knowledge check questions, and completing the final assessment. A minimum passing grade of at least 70% is required to complete the assessment.

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This course will expire 12 months from the registration date. 

Additional Details