Consultant – require Investment Adviser License?

Consultant – require Investment Adviser License?

Related Articles

September 3, 2025

Third Annual Senior Fraud & Financial Exploitation Prevention Roadshow Locations & Partners Announced

The Idaho Department of Finance (IDOF) is excited to announce its third annual Senior Fraud and Financial Exploitation Prevention Roadshow Series. This statewide initiative brings free educational events to Idaho seniors, adult family members, and caregivers, and provides key tools and resources to prevent, recognize, and report financial crimes targeting older and vulnerable adults.

Read Full Article
February 7, 2023

Virtual Scam Jam Series in December will Include an Update from U.S. Attorney’s Office

The Idaho Department of Finance in partnership with the Idaho Scam Jam Alliance will offer one final event in 2022 to educate Idahoans about how to protect themselves against the most recent scam and fraud trends. This Scam Jam will be held virtually on the Zoom platform on December 6th and 13th from 10:00-11:30 am MST, and notably will include a special update from the U.S. Attorney’s Office …

Read Full Article
April 22, 2024

April is Financial Literacy Month in Idaho

Idaho Department of Finance Director, Patti Perkins and Idaho Superintendent of Public Instruction, Debbie Critchfield have declared April Financial Literacy Month in Idaho. Financial Literacy Month serves as a platform to highlight the significance of understanding the primary pillars of personal finance, such as budgeting and saving, homebuying, managing debt, making informed investment decisions, and protecting hard-earned assets through scam awareness.

Read Full Article