Module 7 of 12 · 18 min
Selling the right way
Ethics and conduct the exam loves to test. Everything here is free. Work through the lessons in order, or jump to the one you need.
3 lessons in this module
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What you will cover
- 1 Know your investor The two sides of risk to read before any recommendation.
- 2 Matching product to need Turning a profile into the right fund, not the fund you want to sell.
- 3 Mis-selling and its costtrickiest The forms mis-selling takes, and what it costs the investor and you.
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