Marketing Materials Review Skills Training

New Course introduced in 2023

In this training, we will provide you training of how to review marketing materials that are commonly used by financial institutions and fund management companies such as fund fact sheets and presentation materials with some key focuses on areas below: 

• Practical Review Skills
• General Content Guidelines
• Header & End-Disclaimer
• Specific Content Disclosures
• Red Flag

Upon the training, attendee will get better understanding of this area that will enhance their awareness in reviewing marketing materials.

To complete the training, you are required to answer 10 questions in the Assessment Test at the end of the training and have 6 questions answered correctly.  Prior to taking the Assessment Test, you must watch the entire training video. Failure to do so may lead to cancellation of your Certificate of Completion.

**Please note that you are required to create an account with Thinkific, our Learning Management platform. Your Certificate of Completion will be issued using the name used to create the account. Therefore, please ensure that your official name is used when creating the account on Thinkific.**

For any queries, please email us at [email protected]. Thank you.