By the end of this course, learners will correctly update and maintain a complete Client File & Processes (CF&P)—following the official structure, branding/formatting rules, and step-by-step standards (L3/L2/L1)—so that accounts remain trainable, auditable, and coverage-ready at any time.
Protected: [ISBU009] ISBU CF&P Updating Guidelines Assessment
- Categories: ISBU Training Courses
A course by
Allen Christian Rarang - Joshua La Rosa
Overview
LMS Tutorial Video
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Details
- All Levels
- Duration: -
- Certificate of Completion
Requirements
- Mark the lesson complete after submitting the required documents.
Audience
- All IBFM Leaders