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.


Standard Course Price  Free

Course Information

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

  • Anyone working in financial services


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