Communications Rules and Regulations for the Wholesaler

Overview

As a wholesaler, you are expected to be familiar with FINRA rules surrounding your communications and advertising activities. This course discusses those rules, including any approval, review and recordkeeping requirements, filing requirements, and any standards prescribed.

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


Objectives

  • understand the definition of various types of communication 
  • understand what is and is not allowed when communicating with customers
  • understand your supervision, filing, recordkeeping, and other obligations when interacting with customers

Designed For:

All registered representatives




Course Information

Adding additional credit may change exam requirements.