Steps to implement your EFP include:

  • Ensuring all action items for all red box questions (those with high priority due to an associated high level of risk) have been achieved (i.e., turned green). 
  • Verifying that you have addressed all the outstanding issues on their EFP Action Plan by:  
    • Reviewing the EFP Action Plan.  
    • Confirming all issues triggered by a red box in the EFP have been addressed.  
    • Confirming all Planning BMPs that the EFP triggered have been completed.  
  • Review and sign your Statement of Implementation alongside an Advisor