Consult this section to learn all about ethics, best practices and your professional obligations.
Code of Ethics
Because you must adhere to rigorous standards of practice, refer to the code of ethics to help you better understand your obligations.
Business development
Follow these guidelines to write communications, promote your services, use social media safely and in compliance and buy or sell a book of business. Please follow these guidelines when writing communications, promoting your services, using social media and acquiring or selling a clientele.
Client relationships
Everything you need to know to cultivate successful client relationships can be found here. Our tips may help you get to know your clients better and probe their needs.
Records management
Keeping and filing records properly not only makes you more efficient, but also protects your clients' privacy. Follow the guide!
Compensation
Learn about the conditions governing your compensation, working a second job, participating in sales contests and sharing commissions.
Are you being investigated?
Find out how the investigation will proceed, the powers of the syndic and the disciplinary process.