Module 6 of 11 · 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.

What you will cover

1. 1 Know your investor The two sides of risk to read before any recommendation. ⏱ 6 min · 4 practice Q →
2. 2 Matching product to need Turning a profile into the right fund, not the fund you want to sell. ⏱ 5 min · 4 practice Q →
3. 3 Mis-selling and its costtrickiest The forms mis-selling takes, and what it costs the investor and you. ⏱ 6 min · 4 practice Q →