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C.D.E.S. Career Development Education Services

CPD Courses for RCIC-RISIA, Lawyers & Paralegals

Since 2019


Professional CONTINUED EDUCATION (CLE/CPD)


Effective Client Intake & Onboarding Strategies

  • 13 Nov 2026
  • 9:30 AM - 11:00 AM
  • Live Webinar CPD (1.5 Hours Substantive) - Negin Najjarnejad

Registration


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Title: Effective Client Intake & Onboarding Strategies


Description:

A procedural masterclass on compliant onboarding. This course focuses on "Initial Consultation Agreements," mandatory conflict of interest checks, and the creation of a "Client Roadmap" that aligns with the 2026 Code of Professional Conduct.

This seminar is specifically designed and presented for RCICs and RISIAs.


Live Format:
Join us for an interactive experience where you can engage with the educator and fellow registrants in real-time. Please ensure you access the session at the scheduled date and time provided in your registration instructions.


Note: Registrants are responsible for reviewing the College's regulations regarding CPD reporting and expiration policies

Terms and conditions


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