FINRA WSP Snippet Customizer
Required Firm Details
How often is the CCO or Principal required to review? (e.g., Daily, Monthly, Quarterly)
Select Required Supervisory Topics
Check the topics you need included in this section of your WSP.
Draft Written Supervisory Procedures
Review and edit the generated text below before exporting. This text can be copied directly into your manual.
Click "Next" or "Refresh" to generate the WSP text.
Final Export
Download the final WSP section below.