Ethics: Books and Records

Overview

This course will explore ethics and, specifically, your ethical obligations with regard to books and records required to be maintained and kept under industry rules and regulations and the consequences for failing to maintain them and, more specifically, for falsifying those records.

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License or Certification 

 

Regulator 

 

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Objectives

  • provide a common definition of ethics
  • understand books and records obligations
  • understand the consequences for falsifying books and records

Designed For:

All registered representatives and principals




Course Information

Adding additional credit may change exam requirements.