Firm Element Suitability (Interactive)

Suitability (Interactive)

25.00 25.00
$25.00
PRICE PER USER
$
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  • Course Delivery: On Demand
  • Duration: 1 

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Description

This course introduces the concept of suitability, which requires a representative to know their customers. In particular, the representative must know the customers' financial goals, timing, and experience. In this course you will learn how 'knowing' your customer will help you make better recommendations and offer more appropriate financial guidance.
 

Prerequisites

n/a
 

End of Course Instructions

Congratulations! You have successfully completed your online course; you may now print your certificate(s) online from your default login page (you may need to refresh this page)
 

Quiz Information

You will not be required to pass the quizzes to move on to the next lesson.
 

Exams

You will be required to pass the final exam with a 70% in order to receive course credit.

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