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Enhancing Client Relationships – CRM Phase 2


Learn More About CRM2 and How It Can Help Deepen Your Client Relationships

In a competitive investment environment, the loyalty and respect of your clients is one of your most valuable professional assets. This CE online mini-course offers an overview of the Client Relationship Model Phase 2 and highlights significant changes involving the disclosure of fees and compensation, client account statements and trade confirmations, and enhanced performance reporting. This course also provides tips on effective communication and how to handle difficult conversations.


The Enhancing Client Relationships - CRM Phase 2 online mini-course explains important new IIROC and MFDA requirements. The course will not only help reduce the likelihood of client complaints or compliance issues, it can also assist you in developing deeper and longer-lasting client relationships.

Who Should Enrol

Enhancing Client Relationships - CRM Phase 2 is designed for investment advisors, mutual fund and exempt market dealing representatives, supervisors, compliance personnel and other financial services professionals who require currency with the Client Relationship Model Phase 2. It is also recommended for individuals who are subject to compliance and CE requirements for professional development.