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How should the learners be informed of any relevant personal financial relationships or the absence of relevant financial relationships?

financial learners Relationships relevant
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How should the learners be informed of any relevant personal financial relationships or the absence of relevant financial relationships?

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When there is a relevant financial relationship, the learners need to be informed of the name of the person with the relationship, the name of the company with whom the relationship exists, and the nature of the relationship. No dollar amounts are to be disclosed to the learners. When there is nothing to disclose, language similar to the following can be used: “ and no one in control of content, including planners, have any relevant financial relationships to disclose.” The method for disclosure may be one or more of the following: • Printed at the front of the course syllabus or on the speaker’s handout • As part of the any announcements and reminders that are printed or distributed electronically by e-mail • Inserted as the 2nd slide in the presenter’s PowerPoint series • Verbally disclosed from the podium, with a written attestation, signed by someone who was present in the room at the time, containing precise language that demonstrates the required information w

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