Regulation Best Interest and Form CRS: Recent Observations and What to Expect

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Idaho CLE
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United Institute for Continuing Legal Education is a provider of accredited CLE courses throughout the country. To view our full accreditation details please .

All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

This CLE course will explain the new Regulation Best Interest (Reg BI) and Form CRS (client relationship summary) rules and the requirements of compliance.

The course will explain how firms are complying with these rules, the examination process, tips, strategies and helpful resources to help with current and future compliance issues.

The course will present some of the challenges firms may face in reconciling Reg Bi and Form CRS delivery as well as best practices for supervision and reasonable expectations.

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