1. Csi Wealth Management

• Wealth Management Essentials (WME) ® 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.
• Csi Wealth Management Essentials Pdf File Our study materials are designed to help you pass the IFIC exam, and do not constitute enrolment in the actual Mutual Funds course itself. Also available: Canadian Securities Course.

Csi Wealth Management

Yeah, I think if you want to do pure wealth management you'd have to go in the direction of a Wood Gundy, RBC DS, or TD PIA to really reap the benefits. I think the FA role at CIBC is a good place to start while getting your CFP, but your earning potential is huge if you go brokerage or pure private banking (ala BMO Harris etc).

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:

1. Fulfills the 30 month proficiency requirement for IIROC advisors
2. Places you one step closer to earning your PFP^® or CFP^® designation
   
3. It puts you on the path to other exciting opportunities such as Retirement Strategy and International Wealth Management

YOU WILL DEVELOP

LEADS TO careers SUCH AS:

• Investment Advisor
• Financial Planner
• Portfolio Manager
• Account Manager

SHIPPING & HANDLING (IF APPLICABLE)

• Printed course materials will ship within 5-10 business days of purchase
• Electronic course materials will be available immediately upon purchase
• Shipping costs vary by location & will be displayed on the final screen of check out
• Shipping and handling fees will apply to all orders that include printed course materials.

Discounts

IIROC member firms, financial institutions and other corporate entities who have agreements with CSI may be eligible for discounts on some courses. Selecting the name of your employer at the time of enrolment will ensure that applicable discounts appear at checkout.