Responsibilities of the Financial and Operations Principal (FINOP)

Overview

This course outlines the requirements and duties of a registered member firm’s Financial and Operations Principal (FINOP). This role involves more than just a designation by senior management. Associated persons must understand these qualifications and how the FINOP impacts and safeguards the firm. 

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License or Certification 

 

Regulator 

 

Type 

 


Learning Objectives

  • Understand the responsibilities of the Financial and Operations Principal.
  • Know the requirements of a Financial and Operations Principal.
  • Understand the importance and use of the SEC Net Capital Rule.


Designed For:

Financial and Operations Principals 




Course Information

Adding additional credit may change exam requirements.