Jun 21, 2018 - Csi Wealth Management Essentials Pdf To Jpg. Netobjects Fusion 12 Testversion Download Movies on this page.
Whether you wish to embark on a financial planning or investment management career, The Wealth Management Essentials course provides the foundational knowledge you need to succeed.
Much more than a mere end point to meet a regulatory requirement, the WME course provides the foundation from which you can begin to gain more advanced certifications in financial planning, investment management, or wealth management. The WME represents the early stages of a learning continuum that ultimately can provide advisors with more specialized knowledge and skills to better meet the needs of their clients.
The word 'essential' describes this course for 3 key reasons:
- Fulfills the 30 month proficiency requirement for IIROC advisors
- Places you one step closer to earning your PFP® or CFP® designation
- It puts you on the path to other exciting opportunities such as Retirement Strategy and International Wealth Management
YOU WILL DEVELOP
Management Essentials Franklin Covey
LEADS TO careers SUCH AS:
- Investment Advisor
- Financial Planner
- Portfolio Manager
- Account Manager
I was recently hired as a Senior FA for CIBC Imperial Service. One requirement of being an IIROC liscenced RR is to have the WMO completed within 30 months of being hired. I completed my CPH last month 2 weeks after being hired, completed my CSC last summer and my IFIC the year before that. I passed all of these with relative ease, ie IFIC in 1 week, CSC in two months, CPH in 2 weeks. I was thinking about getting the WMO out of the way quickly before things get to stressful at work. The few people that I have asked said it was hard as hell, but they are NOT brightest of the bunch. My question to those of you that have completed this are:
Was the material dry and boring like the CPH?
Was the material hard to grasp?
Was the exam difficult in caprison to the other 3?
Would you suggest that I get it out of the way quickly?How much has it helped you in your current role as a RR?
What should I expect?
Any advice in regards to the course.
Thanks in advance.