
Optimizing the Engagement Process

Description
Learn what the best practices for an Engagement Process are. Check if your Engagement Process matches industry standards. See how to use the Engagement Process to get the most out of your client relationships.
Course Outline
“Optimizing the Engagement Process” is suitable for the following CE Credits:
British Columbia – 1 Life, 1 A&S, 1 General
Alberta – 1 Life, 1 A&S, 0 General (AIC#55980)
Saskatchewan – 1 Life, 1 Ethics
Manitoba – 1 Life and/or A&S, 0 General (ICM#29492)
Ontario – 1 CE
FP Canada – 1 Professional Responsibility (7215
Course Details
1 hour
English
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Yes
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