Annual Compliance Meeting Online Demo - Updated

Overview

This is a demo of the WebCE Annual Compliance Meeting (ACM) Online product. It highlights cybersecurity, senior investors and vulnerable adults, anti-money laundering and compliance reminders. 

Learning Objectives

Upon completion of the ACM the registered representative should be familiar with:

- Current cybersecurity concerns
- Anti-Money Laundering processes
- Treatment of senior investors and vulnerable adults
- Compliance concerns surrounding their day-to-day activities 

Designed For

This is a demo module designed for sales representatives at WebCE 
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