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TODAY's Q3 CALL AGENDA
RESOURCES
(links are best viewed after logging into CIR2.com first)
Forms
The Forms section of CIR2.com has more than just a link to the Forms Wizard
Stay up to date on changes to forms here by clicking "Recently Updated Forms"
Bonus! This page has another helpful list: forms that require OSJ supervision
Account Periodic
Account Periodic Review Guide – Access and functions
Account Periodic Review – Best Practices Guide and flag definitions
Account Periodic Review Demo – Video Guide
FINRA Annual CE (due by December 31st)
Sign up/Login landing page with instructions for launching your CE course
RightBridge (now with admin access!!)
Trainings available in Knowledge Center University can be accessed here
(trainings can be found by searching “RightBRIDGE”):
- RightBRIDGE Training: Overview
- RightBRIDGE Training: Product Profiler
- RightBRIDGE Training: Investment Wizard
- RightBRIDGE Training: Annuity Wizard
RegEd Communications Review
User Guide
Recorded webinar
CLIC New! Dashboard
CLICNew! Dashboard Written Overview
CLIC New! Blotter User Guide
CLIC New! FAQs
Register for a CLIC New! Dashboard training LIVE session
**HOMEWORK**
Due by next call (January 2024)
CLIC New! Dashboard
Start using the software and get familiar with the system.
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*Opportunity for Extra Credit*
Submit an idea for a Dashboard improvement here!
-or-
Demo one of your favorite ways to use the Dashboard on our next call!
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Admins must enable access using the CLIC Enrollment Form
($50/month flat cost per admin, can access multiple FPs)
Please contact Greg Hicks for assistance with completing this process
@
Greg Hicks
Phone: 800-517-9901 ext. 2231
Direct: 724-635-4762
greg.hicks@cambridgesecure.com
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