# About BUILDING BLOCKS

Each Building Block focuses on different investment-related learning.

## Investment Advice

focuses on financial planning concepts and how to have investment conversations in the Scotiabank investment-selling tradition.

- Topics: Investment Conversations Financial Planning

## Sales Tools & Resources

focuses on the investment and financial planning tools and resources available to engage customers in value-added investment conversations.

- Topics: Primary Investment Tools Advanced Investment Tools

## Marketplace

focuses on the economy, financial markets, the competition, and investment concepts to deliver value-added investment advice to the customer.

- Topics: Investment Fundamentals Staying Current

## Products & Solutions

focuses on investment products to provide the best overall solution for the customers stated needs and preferences, as well as to make investment solution recommendations.

- Topics: Investment Products Investment Plan Types

## Compliance Practices

focuses on SSI compliance policies and procedures to ensure that customers hold the most suitable products, and to comply with all requirements as an MFR / BCO.

- Topics: General Compliance Product Suitability