Foran Wealth Management Essentials

by Foran Institute Claim Listing

This 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.

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img Duration

5 Days

Course Details

This 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 This 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.

 

WME Content Covered:

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.
 

  • Toronto Branch

    20 Bay Street, 11th floor, Toronto

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