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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
  • 13 Nov 2027
  • Video CPD (1.5 Hours Substantive) - Educator: 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.


Prepared and presented specifically for RCICs and RISIAs.

On-Demand Video Format: Registrants enjoy 24/7 online access to this course until its expiration. In accordance with CICC policy, access remains available until June 30 of the current CPD reporting year.

Note: It is the registrant’s responsibility to review the regulator's official regulations regarding CPD reporting and expiration policies.
Terms and conditions


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