Practitioners
Practitioner practice
After licensing: needs questions, suitability/cooling-off communication, reading public info, compliance red lines—education only; no commission scripts or sales promises.
Practice education pieces
持牌實務：需求面談的提問清單（教育框架，非成交話術）
Needs-meeting question blocks: duties, cash flow, existing cover, disclosure, exit.
Read →持牌實務：合適性與冷靜期，怎麼溝通才算交代清楚
Suitability three-sentence frame and cooling-off rights checklist—no rush to sign.
Read →持牌實務：怎麼帶客戶讀公開資料（不用排名圖）
Ten-minute guided reading of public info—teach questions, not top-ten charts.
Read →持牌實務：合規紅線清單（教育向，不含佣金話術）
Two-way red lines from public conduct themes—visible to clients and to yourself.
Read →
Compliance: educational only. Verify IA and your firm’s rules. No rankings, no yield promises, no commission scripts.