Client Relationship Model Phase 2

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 sample exhibits to demonstrate new requirements for account statements, cost reporting, and performance reporting. As an added benefit, job aids titled “Advisor Insights” are available throughout the module for students to print or download.

Pricing

Standard Course Price  Free

Course Information

COURSE DETAILS
Delivery Online
Language English
Suggested study time 1 hour
Enrolment period 1 year
Practice exam Not applicable
WHAT WILL I LEARN
  • Client Relationship Model Phase 1 (CRM1)
  • CRM2: Account Statement Content
  • CRM2: Cost Disclosure
  • CRM2: Performance Reporting
  • Myths and Facts

WHO SHOULD ENROL
  • Anyone working in financial services

FAQ

If you have never taken a course with the IFSE Institute, please follow the steps below. If you have taken an IFSE course before, please log into your existing account with your username and password, click on ENROL IN A COURSE and begin at Step #4.

  1. From the homepage (www.ifse.ca) click on the button "LOGIN/REGISTER".
  2. Then click "Become a Student".
  3. Supply all mandatory fields (indicated by a * next to the field) and click "Next" to proceed.
  4. If you have been given a contract code and password by your organization, enter it where required and click "Yes". If you do not have a contract code, click "No".
  5. Select the course name that you want to enrol in.
  6. Enter the quantity of any optional products that you wish to purchase and click “Next”.  If you do not wish to purchase any optional products click “Next”
  7. Complete your profile information as indicated on the screen. Take care in completing your mailing and shipping address to ensure that any materials that you have ordered will be delivered promptly and correctly. Click the  "Save" button to proceed to the shopping cart.
  8. Verify your shopping cart information and click on "Process Payment".
  9. Review the Terms and Conditions completely.
  10. To accept the Terms and Conditions, check the box and click "Yes". If you do not want to accept the Terms and Conditions, click "No". Your course enrolment will be cancelled.
  11. Provide your credit card information and click on "Pay Now". Please do not touch the screen until your payment has been processed. A copy of the receipt will appear and can be printed for your records. The receipt will also be stored in your student record for future reference.

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