NFA Sales Practices & Promotional Materials 2026

This course, designed for FCMs, IBs, CPOs, and CTAs, takes a comprehensive look at Rule 2-29 and the standards governing these materials and customer communications. Participants will learn to identify prohibited tactics, apply proper risk disclosure requirements, and build compliant materials grounded in the Three Universal Pillars. The course also tackles the specific topics that often trip teams up — performance data presentation, annual rate-of-return calculations, and customer testimonials.