The Customer Communication presentation is focused on the compliance elements for customer communication. Having good communication with customers is a vital part of an advisor’s role. Throughout the presentation, we will go over some of the key communication areas advisors should be having with customers and the compliance requirements associated with the different types of communication.



CE credits: 1 CE/PDU Credit Available.
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.

CE credit offer available.