Final Disclosures & CSA Checklist
Learning Objective: Understand final disclosures, and how to ensure clients have reviewed the CSA fully.
Video: CSA Disclosures & Final Review
📌 Key Topics Covered:
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Final checklist and confirmation process.
- Importance of fully reviewing the CSA before onboarding.
Knowledge Check
What document must clients receive alongside the CSA?
Why is the final checklist important?
Module 8