Wealth Management Essentials™ include:
CSI/Foran Wealth Management Essentials™ Quiz Workbook
CSI/Foran Wealth Management Essentials™ Case Study Workbook
CSI/Foran Wealth Management Essentials™ Quiz Workbook
Purpose:
The purpose of the CSI/Foran Wealth Management Essentials (WME™) quiz workbook is to help you prepare for the general knowledge exam based on the CSI WME™ course. The exam consists of 120 multiple choice questions.
A general breakdown of the weightings on the exam is:
Investment Management 40%
Financial Planning 40%
Introduction 15%
Financial Math 5%
Content:
The CSI/Foran WME™ quiz workbook consists of 17 quizzes based on the 17 chapters in the CSI WME™ course. There are over 1,200 questions and solutions in this quiz workbook.
Quizzes cover:
- Wealth Management Today
- Ethics and Wealth Management
- Understanding the Client
- Budget and Savings Planning
- Insurance Planning
- Residential Mortgages
- Family Law
- Tax Planning
- Retirement Planning
- Estate Planning
- Investment Management
- Asset Allocation
- Equity Securities
- Debt Securities
- Managed Products
- Portfolio Monitoring and Performance Evaluation
- Putting It All Together
- Appendix: Financial Math
A major goal of these quizzes is to help you understand important definitions, formulas, concepts and applications of the the CSI Wealth Management Essentials™ course material.
Investment: $135 plus shipping and handling. HST will be applied to all orders shipped within Canada.
The CSI/Foran Wealth Management Essentials™ Case Study Workbook can be ordered by phoning 1-800-565-0374 or 416-947-1922.
CSI/Foran Wealth Management Essentials™ Case Study Workbook
Purpose:
The purpose of the CSI/Foran case study workbook is to help you prepare for the case study exam based on the CSI Wealth Management Essentials (WME™) course. The WME™ case study exam has several case studies. Each case study is followed by multiple-choice questions. There are 50 multiple-choice questions in total on the exam.
Content:
The CSI/Foran case study workbook consists of 17 case studies. There are 10 major case studies that have over 10 questions each (12 to 29 questions), and 7 mini-case studies that have approximately 5 questions each. Based on the 17 case studies there are a total of 249 questions (212 based on the major case studies and 37 based on the mini-case studies).
The case studies cover key topic areas from the CSI WME™ course including:
- investment planning
- portfolio management
- performance evaluation
- risk management (insurance)
- taxation planning
- estate planning
- budgeting and savings issues
- retirement planning
- family law issues
- understanding financial math (time value of money).
Each case study has a theme. One case study might focus on taxation issues, while others might focus on investment planning, insurance, or budgeting and savings. Each case study is followed by solutions and rationales.
The CSI WME™ case study exam will test you on your ability to analyze and synthesize information in respect to wealth management, so as to meet client goals and objectives. Attempting the CSI/Foran case studies will help you develop your analytical and exam writing skills in this area.
Investment: $135.00 plus shipping and handling. HST will be applied to all orders shipped within Canada.
The CSI/Foran Wealth Management Essentials™ Case Study Workbook can be ordered by calling 416-947-1922 or 1-800-565-0374.