Increase your segregated funds I.Q. in minutes

Segregated fund policies can play an important role in meeting your clients’ needs. But what exactly is that role?

Let’s find out. Our quiz is made up of seven knowledge-testing questions that take a deep dive into segregated fund policies to test how much you know. Each is followed by a short video designed to expand your expertise. A quick wrap-up video at the end will summarize what you’ve learned and send you on your way to earn continuing education (CE) credits. 

Take minutes now to increase your segregated funds I.Q. 

Take the quiz