Industry Best Practices

Overview

This course will look at important recent compliance and trading changes and how those changes impact your duties as a financial professional. The new marketing rule, the DOL rule, the increasing focus on digital assets, and the uncertainty of the economy short-term are all issues that will impact your life as a financial professional and require changes in your practices.

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


Objectives

  • understand the new marketing rule
  • understand your obligations relating to conflicts
  • understand digital assets and your obligations relating to them
  • understand your recordkeeping obligations
  • understand the power and place of the CCO
  • understand your obligations as a fiduciary

Designed For:

Investment Adviser Representatives




Course Information

Adding additional credit may change exam requirements.