This course discusses the merger and acquisition (M&A) process, the parties to a merger, the role of an adviser in the merger process, and rules and regulations applicable to this process. 

Upon completion of this course, you should understand:

• mergers and acquisitions and the difference between them
• the steps involved in a merger and an acquisition
• the role of the adviser in the merger and acquisition process
• rules to follow when advising a client involved in a merger or acquisition

This course is designed for registered representatives.