Csi Wealth Management Essentials Pdf

Foran offers seminars and support materials for: CSI Securities Courses; Wealth Management Essentials™; Investment Management; Financial Planning; CFP Certification Programs; Mutual Funds; Insurance. The Wealth Management Essentials Course (WME)® provides a holistic look at wealth management and covers two key pillars: financial planning and investment. In order to provide some guidance to course participants as to the length of time it will take to be sufficiently prepared to write the final examination, CSI has.

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Contents • • • • About the Designation [ ] The CSWPdesignation is a specialized wealth management designation in Canada developed to help advisors service the increasing number of clients who have complex financial needs. Motorola H720 Bluetooth Headset Instructions more. It is the only wealth management designation built specifically to manage the complex financial needs of affluent clients. CSWP designation holders are trusted financial consultants who possess an exceptional amount of wealth management expertise. They are capable of coordinating every financially related aspect of their clients’ lives. In addition to the increasing number of Canadian advisors who have achieved this designation, in 2010, CSI Global Education Inc. Conferred this designation to 59 financial advisors from China.

A comparable designation is not available in the U.S.