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Record Keeping

Length: 1 | Cost: 35​ $ à la carte (en ligne), included in the package folio
Type
Category
Continuing education hours
1
Compliance: 1 h
(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