PEAK Compliance | Marketing and titles

This training is a total of 10 minutes.

As part of the client-focused reforms implementation, we must now follow new marketing and titles rules. This new regulation is starting January 1, 2022.

The first part of this course will highlight the new regulation and how you can stay compliant with this new rule.

The second part of this course will provide you with more information on the use of professional titles and designation.

This training is mandatory and must be completed by all advisors and licensed assistants.

Course Content