Claude Code Skills·Claude Skills·The open SKILL.md registry for Claude
ClaudSkills / Sales / sales-misc

Reg Bi

Category: Sales  ·  Sub-category: sales-misc  ·  Last updated:
Analyze the broker-dealer standard of conduct under SEC Regulation Best Interest's four obligations: Disclosure, Care, Conflict of Interest, and Compliance. Owns what triggers a 'recommendation' under Reg BI and the canonical comparison of Reg BI vs FINRA suitability vs IA fiduciary duty. Use when the user asks whether a broker-dealer recommendation satisfies Reg BI, how to evaluate reasonably available alternatives, rollover recommendation compliance, dual-registrant capacity disclosure, share class or account type recommendations, or Reg BI examination preparation. Also trigger when users mention 'best interest standard for brokers', 'is this a Reg BI recommendation', 'care obligation documentation', 'sales contest elimination requirement', or ask how Reg BI differs from suitability or fiduciary duty. (For the IA fiduciary duty itself and DOL rules, use fiduciary-standards.)
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From the source SKILL.md

Regulatory status current as of June 2026 — verify effective dates, dollar thresholds, and pending rulemakings against current SEC/FINRA/FinCEN sources before advising.

What this skill does

Reg Bi is a community-contributed Claude Code skill in the sales-misc sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/reg-bi/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when the user asks whether a broker-dealer recommendation satisfies Reg BI, how to evaluate reasonably available alternatives, rollover recommendation compliance, dual-registrant capacity disclosure, share class or account type recommendations, or Reg BI examination preparation. Also trigger when users mention 'best interest standard for brokers', 'is this a Reg BI recommendation', 'care obligation documentation', 'sales contest elimination requirement', or ask how Reg BI differs from suitability or fiduciary duty.

Who uses this skill

The Reg Bi Claude Code skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 149,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/reg-bi
curl -L https://claudskills.com/skills/reg-bi/SKILL.md \
  -o ~/.claude/skills/reg-bi/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/reg-bi/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/reg-bi/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\reg-bi\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Telegram

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

See pricing → Download desktop app

Frequently asked questions

How do I install the Reg Bi Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/reg-bi/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.
What does the Reg Bi skill do?
Analyze the broker-dealer standard of conduct under SEC Regulation Best Interest's four obligations: Disclosure, Care, Conflict of Interest, and Compliance. Owns what triggers a 'recommendation' under Reg BI and the canonical comparison of Reg BI vs FINRA suitability vs IA fiduciary duty. Use when the user asks whether a broker-dealer recommendation satisfies Reg BI, how to evaluate reasonably available alternatives, rollover recommendation compliance, dual-registrant capacity disclosure, share class or account type recommendations, or Reg BI examination preparation. Also trigger when users mention 'best interest standard for brokers', 'is this a Reg BI recommendation', 'care obligation documentation', 'sales contest elimination requirement', or ask how Reg BI differs from suitability or fiduciary duty. (For the IA fiduciary duty itself and DOL rules, use fiduciary-standards.)
Is this skill free to install?
Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.
When should I use the Reg Bi skill?
Use Reg Bi when your Claude Code task falls under the Sales category — specifically in the sales misc area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Reg Bi" or describe the task and let Claude pick). Browse related skills at /category/sales/.
What is a Claude Code skill and how does the Reg Bi skill fit in?
A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Reg Bi is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Sales category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA
JoelLewis. (2026). Reg Bi [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/reg-bi/
BibTeX
@misc{reg-bi-2026,
  author    = {JoelLewis},
  title     = {Reg Bi [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/reg-bi/}
}

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Grade A · scanned 2026-07-11 — free static scan against the OWASP Agentic Skills Top 10.

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Browse all Sales skills in the ClaudSkills registry, or explore these other picks from the same category:

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