Product Certifications

Use the Product Certifications data section of a producer record to review information about the products that a firm or individual producer is certified to represent.

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To review a producer's Product Certifications, click the Product Certifications link in the Quick Links box of a producer record that is open in the Review/Update Producer page.

The Product Certifications data section includes the following fields and controls:

  • Product Type: For each product certification listed, displays the type of product the selected producer is certified to represent.

  • Certification Date: For each product certification listed, displays the date on which the selected producer became certified to represent the product type.

  • Add/Update/Delete Product Certifications: Click to open the Maintain Product Certifications page, where you can manually maintain a producer's product certification information.