Worried about CRM II? Prep with our new CE course

There’s a lot of buzz in the industry around CRM II. It requires a major overhaul to the way you relate to clients and the information you provide them.

Implementation is being phased in over the next 3 years but experts agree delaying preparations for this regulatory sea change is one mistake you don’t want to make.

To help you prepare for the new requirements, industry guru André Fok Kam explains the ins and outs of CRM II’s performance reporting requirements in the latest addition to our Continuing Education offerings.

Click here to begin studying.

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The staff of Advisor.ca have been covering news for financial advisors since 1998.