CP Pathway Webinar #1
Overview of the new Client Protection Pathway
This webinar explains the CP Pathway, the new Client Protection Certification program, and the resources available to support financial service providers.
- Watch the webinar in English
- Watch the webinar in Spanish
Client Protection Pathway Implementation Series
The Client Protection Pathway describes the steps that a financial service provider can take to implement the client protection practices necessary to avoid harming clients and communicate this progress to investors. The Pathway gives providers a roadmap for implementing the Client Protection Standards and helps them stay on track.
Protecting your clients is essential to your business and to their welfare, but it is not easy. At every step on the Pathway, we have resources and support ready for you. When you join the Client Protection Pathway, you join a global network of people who are committed to client protection.
We encourage all financial service providers on the Pathway to implement better practices by learning about critical client protection topics covered in our Implementation Series. Signing up to the Client Protection Pathway signs you up to the series. You can find recordings and presentations from past events here.