CIRO Course ID:
N/A
CSA's Client Focused Reforms on Suitability, Know-Your-Client, Know-Your-Product - How these Regulatory Obligations "Fit" Together
Know-Your-Client, Know-Your-Product, and Suitability all fit together like pieces of a puzzle, but the most important piece is you. Enhance your understanding of the new Client Focused Reforms (CFRs) to deliver a client experience centered on financial needs.
Free for informational purposes.
Note to learners: This course was accredited in Cycle 9 (2024) but is not accredited for Cycle 10 (2025).
Format:
Micro-learning videos (3-5 mins) with mini quizzes throughout
Free
Bulk purchase discount
For start-ups or businesses on a budget, our courses can be purchased in bulk at a discounted rate. Contact us for more information.
