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Our Univeris training explaining how to be autonomous and transactional is now available. This training covers from data entry to procedures after an update or a trade.
Our mandatory training on marketing and the use of professional titles is now available.
Our December 10th 2021 Prospera – Tips for optimizing your book event is now over. For anyone who missed it or would like to attend again, watch the recordings below
Our mandatory training on the new KYP regulation and the suitability of clients accounts is now available. The training is available here.
The PEAK Investments Services and PEAK Securities Internal platforms courses were updated to include the new MyPEAKonline client interface details.