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At CSI, the well-being of our valued learners and employees is our highest priority. Given the seriousness of the COVID-19 (Coronavirus) and the danger of contagion, effective March 16, 2020, we have suspended all in-person exams in Canada and internationally until further notice. Click here to read more about the precautionary actions we are taking during these difficult times.

Leveraging CRM to Enhance Client Relationships


Much has been written in the financial press since the implementation of CRM2, however it is not an exaggeration to say that this regulation can be a game-changer for advisors and the industry.

While most advisors will continue to have healthy, long-term relationships with clients, problems may still arise with the new requirements for greater transparency with respect to fees and performance. A scenario where a client loses money combined with statements showing an advisor earning thousands of dollars in fees could make for some challenging client-advisor conversations if not handled effectively.

While these new requirements can be viewed as risks for advisors that are not delivering value-added services and advice, they also can be seen as opportunities for advisors who are.

Who should enrol?

Leveraging CRM to Enhance Client Relationships is designed for front line advisors and representatives who are subject to CRM regulations. This course qualifies for 12 CE Compliance credits, thus fully satisfying the compliance requirements for IIROC’s CE Cycle 6.