Senior Investors: Use of Senior Designations

Overview

This course focuses on communication with senior investors and the use of professional designations indicating a specialty or expertise in working with senior clients.

Find this course for your license

License or Certification

Regulator

Objectives

Understand the significance of senior designations
Understand the rules and regulations associated with the use of senior designations
Apply best practices for interacting with senior investors

Designed For:

Registered representatives and principals

Course Information

Adding additional credit may change exam requirements.

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