Required Recordkeeping

Overview

This course provides a review of the requirements to make and retain accurate books and records. Included are illustrations of the consequences of failing to comply with these requirements based on disciplinary actions.

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


Objectives

Upon completion of this course, students will be able to:

  • understand the books and records rules and regulations
  • understand your role in creating these records
  • understand your role in maintaining these records

Designed For:

All registered representatives and principals




Course Information

Adding additional credit may change exam requirements.