CPD Accreditation detail

Professional Body: IOBSA

CPD hour allocation: CPD Hours (online learning): 2 CPD hours    

CPD registration number: IOB183

Course description

This course focusses on the various disclosures that need to be made to your client during the advice process, the reasons why they need to be made as well as practical examples.

 The following topics will be covered in this course:

• Information on product providers
• Information on Financial Service Providers
• Disclosures regarding financial products
• Annual disclosures
• Other requirements in the General Code of Conduct
• Conflict of interest