Compliance Priorities - Communications and Sales

Overview

Each year, FINRA provides firms with the information they may need to include in their compliance programs. This course will provide an overview of the rules and obligations of firm operations that cover communications and sales.

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


Objectives

  • understand compliance obligations regarding communications with the public
  • understand compliance obligations regarding sales of deferred variable annuities

Designed For:

Registered Representatives




Course Information

Adding additional credit may change exam requirements.