This module discusses new business implementation, specifically the takeover of a new business and investment conversions. It is recommended that you complete the previous RPF modules before taking this one. After completing the module, you will be able to describe roles and responsibilities involved in new business and match events of a new business timeline to their components. You will also be able to identify required participant notices, forms and disclosures and when they must be distributed.
Item Details: This module is available for 180 days following purchase date. CE credit: 2.5 ASPPA CE, 2.0 ERPA CE