Course Curriculum

  1. Introduction

  2. Client Letters and Email Templates

  3. Quiz

  4. Resources

About this course

  • $49.00
  • 0.5 hours of video content
  • 0.25 CPD Hour/Point
  • Multiple Choice Assessment
  • Delivery: Online, Self-paced

About this course

Our Client Letter and Email Templates short course has been designed to provide financial planning practice client services staff with the  letter templates and email templates they need to help ensure advice files meet compliance requirements

What you will learn

  • Why client communication also needs to meet compliance requirements

  • How client letters and emails can help ensure advice files are compliant

  • Which specific letter and email templates every financial planning practice needs

Who is this short course for?

• Client Support Representatives • Financial Advisors • Financial Planning Practice Managers • Responsible Managers • Compliance Personnel and Consultants

Certification

You will be awarded a Certificate of Completion. It will be available online for you to download and print immediately

Course Preview

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Course Syllabus

Click here to get further information on the course. You will find the agenda, timetable of each session delivered, the facilitator qualifications and experience in financial services, learning outcomes and more
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Frequently Asked Questions

  • How are the CPD short courses assessed?

    Our CPD short courses are assessed by a short open book multiple-choice exam

  • When can I can enrol?

    Our CPD short courses are 100% online, so you can start anytime, anywhere

  • How do I enrol my team?

    You can enrol your team online. Find the right course and make an online purchase or contact us directly via our enquire today form and the Total Advice Compliance team can easily arrange your team's training

Get your CPD points today