A client-first focus is at the core of the Client Relationship Model Phase 2 (CRM2) regulation. This continuing education module educates students on the key elements of the regulation and provides ...
The objective of the course is to enable students to assess, recommend, and trade ETF units with confidence.
At the end of this course, students will be able to:
• advise clients on the benefits, ...
The ETF Course is a proficiency course for the Dealing Representatives of mutual fund dealers who want to offer exchanged-traded funds under MFDA Policy No. 8, Proficiency Standard for Approved ...
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