Series 63 podcast · Episode 18
Customer Agreements
1h 2m of listening
Communication with Customers and Prospects. Available inside the full CertFuel Series 63 course in the app.
Pair listening with reading
Follow along with
the written unit.
Listen at your own pace, then use the matching lesson to revisit the details. The written material includes:
- New Account Requirements
- Margin Accounts
- Options Accounts
Put this episode into practice with adaptive questions and flashcards in the full Series 63 course.