CSI/Foran Wealth Management Essentials™ (WME) Seminar
Special note:
To register in the CSI Wealth Management Essentials™ course, phone 1-866-866-2601 or visit the CSI website
Foran Course Code: WME
This CSI/Foran WME™ seminar will interest those who would like a better understanding of the CSI Wealth Management Essentials™ course materials and those preparing for exams one and two.
Why attend the CSI/Foran Seminar?
The purpose of this five day seminar is to help you obtain a better understanding of the Wealth Management Essentials™ course materials. Along with your personal home study, this seminar will help you prepare to challenge both WME exams.
Content: This WME™ five day seminar covers investment management essentials including: modern portfolio theory; investing in debt securities, equity securities and managed products (mutual funds, ETFs, hedge funds, etc); and portfolio monitoring and performance evaluation.
This seminar also focuses on financial planning essentials including: insurance planning; taxation planning; retirement planning; and estate planning. The seminar also covers key areas in wealth management including: wealth management today; ethics and wealth management; understanding the client; budget and savings/planning; family law; and financial math.
What to Expect:
The five-day session will include lectures on all key areas in the course. This seminar is provided by instructors with years of practical experience and teaching experience. Over the 5 day seminar the participant will be provided with a participant guide which includes over 400 presentation slides, along with quiz questions, a sample case study, and several handouts.
Toronto Dates:
March 26-30
May 1-5
Lectures: 8:30 am – 6:00 pm
Foran Financial Institute
110 Yonge St, Suite 501
Toronto, ON M5C 1T6
Total Hours of Instruction: 40 hours
Tuition: $1200 + HST
Lectures: 8:30 am – 6:00 pm
Foran Financial Institute
110 Yonge St, Suite 501
Toronto, ON M5C 1T6 Total Hours of Instruction: 40 hours
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