Build knowledgeable, ethical advisors
Designs an advisor or RM training program — modules (products, suitability and needs, compliance and conduct, sales skills, client servicing) with objectives, the certifications to hold (NISM, IRDAI where needed) and an ethics/no-mis-selling focus. Use this to build knowledgeable, ethical advisors. For which certifications each role legally needs use the Certification & Licensing Guide.
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