Learn the outreach, communications, and product-description rules that open the Series 22 exam.
The first Series 22 chapter covers how the representative seeks DPP business from current and potential customers. This starts with outreach and communications and then moves into how offerings are described before the account is opened or the recommendation is made. The exam opens here because DPP selling creates elevated disclosure and illiquidity concerns from the first customer contact.
Read this chapter as the front-end communication layer of the DPP workflow. Start with how the representative may contact prospects and communicate fairly, then move into how program features and risks are described without overstating benefits or hiding conflicts.