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