CIRE Exam (Canadian Investment Regulatory Exam) By CIRO - Element 2 - Podcast -Know Your Client

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pass CIRE Exam (Canadian Investment Regulatory Exam) By CIRO with confidence! This in-depth podcast breaks down everything you need to know about "Prospective Client Relationships," from the fundamentals of Know Your Client (KYC) to the specifics of opening new accounts in Canada.

Element 2 makes up 11 crucial questions on your CIRE exam. In this study session, we simplify the key concepts, including FINTRAC client identification requirements, the difference between individual and corporate accounts, and how to properly document account types like RRSPs, TFSAs, and margin accounts. This is your ultimate guide to mastering the start of the client relationship.

PODCAST TIMESTAMPS: 0:00 - Why Element 2 is Key for Your CIRE Exam (11 Questions!) 2:15 - The Core of KYC: What "Know Your Client" Really Means 5:40 - KYC vs. Client Identification: The FINTRAC Rules You Must Know 9:00 - How to Open Individual & Joint Accounts (The Right Way) 12:30 - Opening Corporate & Trust Accounts: Key Differences 15:10 - Account Types Explained: Cash, Margin, RRSP, TFSA, RESP 19:05 - What to Do with an "Unsolicited Order" from a New Client 21:30 - Top 3 Exam Tips for CIRE Element 2

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