Naina re tu hi bura mp3 song free download. 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
LEADS TO careers SUCH AS:
- Investment Advisor
- Financial Planner
- Portfolio Manager
- Account Manager
Learn About:
- Understanding and responding to clients
- Regulatory trends, and investment suitability
- Undertaking budget, savings, and debt planning
- Personal risk management
- Family law, dealing with separation and child custody
- Tax planning, tax effective investments, tax minimization strategies and registered plans
- Retirement planning, annuity based financial products and estate planning
- Applying a systematic approach to investment management
- Debt securities, equity securities and managed products
- Monitoring and evaluating client investment portfolios and calculating time value of money
![Csi Wealth Management Essentials Pdf Download Csi Wealth Management Essentials Pdf Download](https://i.pinimg.com/originals/b1/f9/32/b1f93267474a18190f6319551c6d6a12.jpg)
What's Included
- Interactive resources as well as textbook materials in PDF format
- Online activities including standalone review multiple choice questions and integrated case studies to help students reinforce their learning and to help them identify topics that they may need to revisit while preparing for their exam
- Access to online discussions forums including access to assistance from CSI's academic support specialists
Approximate Hours of Study** | |
---|---|
Hours of Study | 110 - 160 hours |
![Csi Csi](https://derivativesfundamentalsexampreparation.com/wp-content/themes/theme47828/images/DFOLquizsample2.jpg)
** 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 prepared this estimate of the number of hours an average participant could possibly expect to spend studying for a course. Please note that these are only recommended hours of study developed based on research and our course content, however, this does not mean that some students with exceptional backgrounds would not take less time than recommended or that students with no background at all in finance or economics would not take longer than the maximum.
Exam Weighting (weightings are approximate) | |
---|---|
Exam 1 | |
Exam 1 is a shortened exam which excludes questions related to 'Financial Planning' for which candidates have already demonstrated competency. | |
Wealth Management Today and Ethics | 10% |
Understanding the Client | 12% |
Investment Management and Asset Allocation | 23% |
Equity and Debt Securities | 24% |
Managed Products | 15% |
Portfolio Monitoring & Portfolio Evaluation and Financial Math | 16% |
Exam 2 | |
Exam 2 covers material from the entire Wealth Management Essentials course and focuses on the integration and application of concepts. | |
Wealth Management Today and Ethics | 2% |
Understanding the Client | 16% |
Personal Risk Management | 2% |
Family Law and Tax Planning | 12% |
Retirement Savings Plans and Employer Pensions, Government Pensions and the Retirement Planning Process, and Annuity Based Financial Products | 18% |
Estate Planning | 8% |
Investment Management and Asset Allocation | 12% |
Equity and Debt Securities | 12% |
Managed Products | 10% |
Portfolio Monitoring & Portfolio Evaluation and Financial Math | 8% |
EXAM INFORMATION | |
---|---|
Exams | 2 |
Exam Format | Paper Or Computer Based |
Exam Duration | Exam 1: 1.5 hours Exam 2: 3 hours |
Question Format | Exam 1: Multiple Choice Questions Exam 2: Multiple Cases with Multiple Choice Questions |
Questions Per Exam | Exam 1: 60 Questions Exam 2: 50 Questions |
Attempts Allowed Per Exam | 3* |
Passing Grade | 60% (Per Exam) |
Assignments | None |
ENROLMENT PERIOD | |
---|---|
Enrolment Period | 1 year† |
*There is no charge for your first attempt at a paper-based exam within Canada, as long as it's at a regular exam center and you provide a minimum of 14 days notice before the date that you want to write the exam. If you would like to write a computer-based exam, an additional fee will be required.
Each subsequent paper-based exam attempt at a regular exam centre within Canada will also require an additional fee. This fee is in addition to any special, computer-based or international fees that may apply. You must provide a minimum of 14 days notice within Canada at a regular exam centre and 4 weeks notice for all other centres. Please note that the date of the exam is not part of any notice period.
†Please note: Access to your online materials will close 2 weeks after successful course completion or course expiry (whichever comes first). This course can be extended by 1 year provided you have not exceeded the attempts allowed for each exam. You can view CSI extension fees here. Your enrolment period can only be extended one time.
Important: During a student's enrolment period, CSI may update this course. In that case, details about the update and how it may affect students will be posted online via My CSI. Students are held responsible for and are examinable on the content in the course textbook(s) provided at the time of enrollment unless stated otherwise in My CSI. Students are encouraged to check My CSI regularly throughout their enrolment period.
Continuing Education (CE) Credits
Click the links below or the buttons at the top of the page on the right side to access CE accreditation information. To search for specific course information, press Ctrl + F and then enter the course name to search the document for the information you are interested in.
National/Provincial (Excluding Quebec)
Download CE Chart (PDF, 163 kb)
Quebec (IQPF/CSF)
Download IQPF/CSF Chart (PDF, 182 kb)
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Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.
For details on the organizations and other information on CE Credits listed in the above charts, please click here.
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Exam Level Questions
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CIFC® IFIC® IFC® Mutual Funds Exam Preparation and Study Notes
Successful completion of the 'Mutual Funds' course, as offered by both CSI®/ICB® (Investment Funds in Canada® ~ IFC®) and IFSE® (Canadian Investment Funds Course® ~ CIFC®), satisfies the educational requirement necessary to sell Mutual Funds in Canada, as set out by the Mutual Fund Dealers Association (MFDA®). Our study materials are designed to help you pass the IFIC exam, and do not constitute enrolment in the actual Mutual Funds course itself.
Canadian Securities Course® (CSC®) Exam Preparation and CSC® Study Notes
*Our CSC® Study Tools are in-line with the most current Updates
The Canadian Securities Course® (CSC®), as offered by the Canadian Securities Institute (CSI), is the initial course required for becoming licensed to sell securities, like stocks and bonds, in Canada, as set out by IIROC. The CSC® can also be used to satisfy the educational requirement necessary to sell mutual funds in Canada, as set out by the Mutual Fund Dealers Association (MFDA). Our study materials are designed to help you pass the CSC® exams, and do not constitute enrolment in the actual Canadian Securities Course® itself.
Derivatives Fundamentals and Options Licensing® (DFOL®) Exam Preparation and DFOL® Study Notes
The Derivatives Fundamentals and Options Licensing® (DFOL®) is offered by CSI Canadian Securities Institute and is a one-step course that satisfies both educational requirements for becoming licensed to advise and sell options to clients in Canada, as set out by IIROC. The SeeWhy study materials are designed to help you pass the DFOL® exam, and do not constitute enrolment in the actual Derivatives Fundamentals and Options Licensing® course itself.
The Derivatives Fundamentals and Options Licensing® (DFOL®) is really two courses that are merged together, the Derivatives Fundamentals Course® (DFC®) and the Options Licensing Course® (OLC®). The first textbook in the DFOL® program covers the DFC® material. The second textbook in the DFOL® program covers all of the OLC® material. The SeeWhy Learning study tools cover each chapter in the DFOL® textbooks and explain many difficult concepts in clear, easy to understand language along with examples. The DFOL® has an application-oriented exam that is not evenly weighted between the two textbooks and we strongly recommend anyone considering the DFOL® course look at working through many of the key concept explanations and exam-level questions that we offer as the exam is known to be quite challenging.
Csi Wealth Management Essentials
Options Licensing Course® (OLC®) Exam Preparation and OLC® Study Notes
The Options Licensing Course® (OLC®) is offered by CSI Canadian Securities Institute and satisfies the educational requirements for the second course to become licensed to advise and sell options to clients in Canada, as set out by IIROC. The OLC® is ideal for advisors that have already completed the Derivatives Fundamentals Course® (DFC®). The SeeWhy study materials are designed to help you pass the OLC® exam, and do not constitute enrolment in the actual Options Licensing Course® itself.
The SeeWhy Learning study tools cover each chapter in the OLC® textbook and explain many difficult concepts in clear, easy to understand language along with examples. The OLC® has an application-oriented exam and we strongly recommend anyone considering the OLC® look at working through many of the key concept explanations and exam-level questions that we offer as the exam is known to be quite challenging.
Personal Financial Services Advice® (PFSA®) Course Preparation Study Notes
The Personal Financial Services Advice (PFSA®) course, one of the courses required to obtain the PFP, was created to strengthen your confidence and knowledge so that you can advise your financial services prospects and clients based on their individual needs and goals. The PFSA® escalates your communications skills and helps you build stronger and profitable client relationships and confidence in your ability to professionally advise them. PFP (Personal Financial Planner): The banking industry’s equivalent of CFP. To earn this designation, administered by the Institute of Canadian Bankers (ICB), bank/financial institution employees must complete a financial planning educational program and have a minimum of six months’ work experience.
Wealth Management Essentials® (WME®) and Wealth Management Financial Planner Supplement® Exam Preparation
The Wealth Management Essentials® Course (WME®), as offered by the Canadian Securities Institute (CSI) focuses on two critical elements of wealth management - Financial planning and Investment management. Successful completion of the WME® course fulfils IIROC's 30-month requirement for maintaining your securities license. It is also one very important step towards qualifying to write the Certified Financial Planner® (CFP®) exam. Our study materials are designed to help you pass the WME® exams, and do not constitute enrolment in the actual Wealth Management Essentials® Course itself.
Csi Essentials
Conduct and Practices Handbook® Exam (CPH®)
The Conduct and Practices Handbook (CPH®) is a guide to understanding the rules, regulations, practices and ethics that will guide a career as an investment advisor or representative. Assists in meeting IIROC's proficiency requirements for licensing. Improves employability by gaining the education employers and regulators require.
Other Than Life (OTL®)
OTL® - Other Than Life license = Insurance Agent ... RIBO® Registered Insurance Broker Ontario license = Broker.
Exams and licensing from: http://www.insuranceinstitute.ca/en/insurance-education/licensing/brokers-agents/Ontario - Agent Licence.aspx
Regulated by the Financial Services Commission of Ontario (FSCO), this licence is applicable to those employed by direct-response insurers, dealing directly with the public. For this course, SeeWhy Learning does not offer a study guide, as the actual textbook from the Insurance Institute® is clear and concise. However, you will find that our exam preparation questions will focus your studies, prepare you for the actual exam, and reduce your study time. These tools are so effective, that they carry our “If you don’t pass, You don’t pay! Period.” money back guarantee.
Both the RIBO (Registered Insurance Brokers of Ontario) and OTL (Other Than Life) license allow you to sell home and auto insurance in Ontario, however the OTL qualifies you to be an Insurance Agent while the RIBO license qualifies you to be an Insurance Broker.
NEC® New Entrants Course Exam Preparation and Study Notes
The New Entrants Course® is for those with the desire to work within the Canadian Financial Investment marketplace, and requires the individual to have an established knowledge of investments. The course material presents the subject matter from a Canadian perspective. Includes the Canadian Securities Course® and the Conduct & Practices Handbook® exam preparation study tools. Exam Preparation study tools that you need to know to pass the NEC® Exam. If you have not already done so, you must register with the applicable course provider in order to obtain their course materials and write the actual exam. Course provider for the NEC® is www.csi.ca (CSI).
Please note that the purchase of SeeWhy Financial Learning's exam preparation materials does not constitute enrolment in the actual licensing course(s) or exam. Instead, our materials are designed to assist you in understanding the content of such courses. If you have not already done so, you must register with the applicable course provider in order to obtain their course materials and write the actual exam. Course provider for the CSC® is® is www.CSI.ca (CSI).