Client Relationship Model Phase 2 (CRM 2) (LCI002)

1.0 IIROC: Compliance
1.0 MFDA: Business Conduct MFDA Activity Number 1000000217
1.0 Alberta Accreditation Committee: Life (54584)
1.0 Financial Services Regulatory Authority of Ontario: Life or A&S
1.0 Insurance Council of British Columbia: Life or A&S
1.0 Insurance Council of Manitoba: Life or A&S (36245)
1.0 Insurance Councils of Saskatchewan: Life or A&S
1.0 CPA: 1.0 Verifiable Ethics CPD
1.0 CFA: 1.0 Standards, Ethics, Regulations
1.0 FP Canada: Practice Management (10497)
1.0 Advocis: Structured Learning

The Client Relationship Model has arrived, in all its glory, stages and phases! This AUDIO course will explain the background of the rules and how it came to be, but focuses on CRM2, Phase 3... Because that's the one that most people are interested in.

Important to note:
The accreditations with accompanying ID numbers have been approved and issued by the regulatory organization. The accreditations without ID numbers are additional regulatory organization's continuing education (CE) credit(s) that Learnedly believes the course satisfies.

This CE activity has been approved by FP Canada as meeting the requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: 1.0 MFDA CE Activity Cod...: 1000000217 CE Credit Type: Compliance

  • CRM2 - The Audio Course
  • Final Test
  • CRM2 Final Test
Completion rules
  • You must complete the test "CRM2 Final Test"
  • Leads to a certificate with a duration: Forever