This course will be an in depth but high level overview of the new DOL fiduciary rule. Topics discussed will include replacement of the 1975 rule, the expansion of the fiduciary definition and the introduction of the concept of recommendations, available exceptions to the rule, exemptions available for fee only advisors, and practical guidance on what a fee only advisor should be doing right now to prepare for the rule’s effective date of April 10, 2017. This is the first of a two-part presentation.