{"product_id":"ciro-cire-element-e3","title":"CIRE Element 3 Module: Scope of client relationships","description":"\u003cp\u003ePrepare for CIRE Element 3 with a structured study path covering the representative’s role, accounts and dealer services, appropriateness and suitability, and investment management styles and benchmarks.\u003c\/p\u003e\n\u003ch3\u003eWhat you’ll study\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eThe representative’s role, duties and limits.\u003c\/strong\u003e Registered and Investment Representatives, trust, agency and fiduciary duty, relationship disclosure, internal experts and clients outside Canada.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAccounts and dealer services.\u003c\/strong\u003e The four kinds of retail account and the services dealers provide to institutional clients.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAppropriateness, suitability and product due diligence.\u003c\/strong\u003e Account appropriateness, product due diligence, know-your-product, suitability for retail and institutional clients, and its exemptions.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eInvestment management and performance benchmarks.\u003c\/strong\u003e Active and passive management, bond and equity investment styles, and using performance benchmarks.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eIncluded in your module\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e4 units and 7 lessons.\u003c\/li\u003e\n\u003cli\u003e68 practice questions written by CIROPrep, with answer explanations.\u003c\/li\u003e\n\u003cli\u003e79 flashcards, mind maps and 15 exam tips.\u003c\/li\u003e\n\u003cli\u003eLesson knowledge checks and unit practice.\u003c\/li\u003e\n\u003cli\u003eProgress tracking and a personal Review list.\u003c\/li\u003e\n\u003cli\u003eEnglish and French included.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eUnderstand. Practice. Improve.\u003c\/h3\u003e\n\u003cp\u003eRead a lesson, recall its key ideas, then check your understanding. Use the explanations and lesson links to revisit what needs more attention.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAccess:\u003c\/strong\u003e One-time payment for 6 months of online access through CIROPrep Academy. No subscription or automatic renewal. This purchase includes Element 3 only.\u003c\/p\u003e\n\u003cp\u003eAfter checkout, sign in to ciroprep.academy using the email address provided with your purchase.\u003c\/p\u003e","brand":"CIROPrep","offers":[{"title":"Default Title","offer_id":47550585471148,"sku":"ciro-cire-element-e3","price":29.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0744\/8359\/7484\/files\/cire-element3.png?v=1793411773","url":"https:\/\/ciroprep.com\/en-ca\/products\/ciro-cire-element-e3","provider":"CIROPrep","version":"1.0","type":"link"}