We’ve been telling you about this all year long: the new total cost reporting requirement will change how fees appear on the clients’ annual investment statement, and you need to be prepared to discuss this topic with them. It will be January before you know it –in 3 short months actually!
To help you out, we've created a 1-hour interactive training module that will allow you to check whether you've mastered all the essential concepts, and to know what to say if clients ask you questions.
Available on iA Campus, the training gives you the opportunity to get 1 CE credit once you've completed it!
Why take this training?
- To ensure you fully understand what the total cost reporting requirement is about and the various fees associated with segregated funds
- To prepare you to explain the new year-end statement to your clients in simple, reassuring words
- To highlight the value of your advice and support to your clients
- To answer questions about your compensation with greater ease
- To get 1 CE credit!
Ready?
How to access the training capsule on iA Campus
- Go to the Advisor Centre
- Log in to your secure Advisor Centre
- Select My Tools tab
- Scroll down to the Practice Support section and click on the iA Campus icon
- Scroll down to the Products section
- Click on the tile named Segregated funds and total cost reporting: Demonstrating the value of savings solutions
Need a refresher?
Visit the “Total Cost Information page” in the Advisor Centre. There, you’ll find everything you need to know about the new requirement, information on the year-end statement, and tips for highlighting your advisory value and answering questions about your compensation. There’s also a list of the most relevant related documents.
