Separate funds policies can play an important role in meeting the needs of your clients. But what exactly is this role?
Let’s find out. Our quiz consists of seven knowledge-testing questions that take an in-depth look at segregated funds rules to see how much you know. Each of them is followed by a short video intended to expand your knowledge. There is a short summary video at the end, summarizing what you have learned and pointing you towards earning continuing education (CE) credits.
Take a few minutes now to increase the IQ of your segregated funds
