Home / Course catalog / Client Relationship Model Phase 2 (CRM ... (LCI002)

Continuing Education → Compliance

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

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.

FP Canada Accreditation: 1.0 Financial Planning (#6381)
Alberta Insurance Council: 1.0 Life (#54584)
1.0 CE Credit Accreditation: IAS17133801

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 Accreditation Number: 6381 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 certification with a duration: Forever