HOLIDAYS

Please note that ChAD will be closed from December 23, 2024 4:30 p.m. to January 3, 2025 inclusively. If you have any questions, please write to us. We will respond to inquiries as of January 6, 2025.

For this holiday season, ChAD wishes you all the best!

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Type
Category
Professional development unit(s) per category
1
Compliance: 1 PDU
(Connection required)

Description

During this training, participants will pay a virtual visit to three companies dealing with customer lawsuits and ethical complaints. They will also be asked to assess the client-file record-keeping practices of representatives and companies.

General objective

  • Understand the benefits of adopting good record keeping 
  • Identify the risks and disadvantages of poor record keeping 
  • Exercise judgment to improve professional practice 

Specific objectives

  • Documentation des dossiers-clients
  • Prise de notes
  • Conservation des dossiers
  • Sécurité des dossiers