• CIRE Element 2 module: Prospective client relationships · Module ERCI, élément 2 : Relations avec les clients potentiels
  • The Element 2 overview in CIROPrep Academy: units, lessons and study tools, with example learner progress.
  • Lesson 2.1 in CIROPrep Academy, on the client relationship model, with the lesson sidebar.
  • A practice question on the deadline to approve a new account, answered, with the explanation of each choice.
  • A flashcard comparing risk tolerance and risk capacity, front and back.
  • The Element 2 Home in CIROPrep Academy: the next lesson and example learner progress.
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CIROPrep

CIRE Element 2 Module: Prospective client relationships

CIRE Element 2 Module: Prospective client relationships

Understand how client relationships begin through focused lessons, practice questions and explanations.

4 units · 9 lessons · 62 practice questions
English and French included

$29.00 CAD
$29.00 CAD
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Purchase details: One-time payment at the price shown, plus applicable sales taxes calculated at checkout · 6 months of access · No subscription or automatic renewal · Terms of sale and refunds

This purchase includes Element 2 only. Other element modules are available separately.

Prepare for CIRE Element 2 with a structured study path covering the client relationship model, client types, know-your-client requirements and account documents.

What you’ll study

  • The client relationship model and costs. Relationship disclosure, conflicts of interest, suitability, performance reporting, fees, turnover and taxes.
  • Client types and exemptions. Retail and institutional clients, prospectus exemptions and accredited investors.
  • Onboarding and knowing the client. Know-your-client rules, the information collected from a retail client, third parties and the trusted contact person.
  • Account documents and client records. The account agreement and welcome package, complaint handling and record keeping.

Included in your module

  • 4 units and 9 lessons.
  • 62 practice questions written by CIROPrep, with answer explanations.
  • 55 flashcards, mind maps and 17 exam tips.
  • Lesson knowledge checks and unit practice.
  • Progress tracking and a personal Review list.
  • English and French included.

Understand. Practice. Improve.

Read a lesson, recall its key ideas, then check your understanding. Use the explanations and lesson links to revisit what needs more attention.

Access: One-time payment for 6 months of online access through CIROPrep Academy. No subscription or automatic renewal. This purchase includes Element 2 only.

After checkout, sign in to ciroprep.academy using the email address provided with your purchase.

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