Public checklist
DFAL readiness worksheet
Check items as you complete them — your progress stays in this browser. Download an HTML readiness report or print to PDF for leadership. Pair with the DFAL primer and confirm details with counsel.
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Automate tracking inside CompliFi
Import onboarding pathways, MU bundles, vault hygiene rules, and deep compliance modules aligned to each checklist bucket.
Educational worksheet — not legal advice. Regulatory expectations evolve; validate against DFPI publications.