Easily roll out mandatory CFR training
Registrants can stream the course in both English and French, on any device, even offline, with the Learnedly mobile app.
Simplified registration process
Comprehensive reporting
Satisfies books and records obligations
Align with IIROC, MFDA, and EMD rules
Upon completing Client Focused Reforms Training Series , registrants will:
Address material conflicts of interest in the best interest of the client
Put the clients interest first when making a suitability determination
Clarify for clients what they should expect from their registrants