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.
DurationThis 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.
At Foran our mission is to help our clients build rewarding careers in the financial services industry, by offering the best training and education programs available anywhere. We offer licensing support seminars and materials, study notes and quiz books for CFP® candidates, as well as communications workshops and a range of NLP programs.
Our licensing support seminars are designed to help students pass various qualification exams, from entry level to senior officer level, in order to satisfy registration and licensing requirements in the financial services industry. Foran Financial is an independent supplier of educational services. Our exam preparation courses are not sponsored by any Institute or other industry organization.
Foran offers more than 30 licensing support seminars and workshops which are structured to guide students through their courses in a concise, easy-to-understand manner. These support programs are designed to complement the students’ own rigorous self-study program, and to significantly reduce their overall study time. Each Foran support program is designed to simplify the required curriculum, to help students develop a well-rounded understanding of the course materials and underlying concepts, and to teach them effective exam writing strategies. Many of our licensing support seminars qualify for Continuing Education and Pace credits.
In addition to licensing support programs for exam preparation, our personal and professional development programs include accelerated learning skills, performance breakthrough coaching and training in neuro-linguistics.
Foran Financial has put together an excellent faculty to help you advance on your career path. The knowledge and practical experience of these professionals, as well as their commitment to customer service and satisfaction, have earned Foran Financial a reputation for quality known worldwide.
Foran Financial Institute is an independent supplier of educational services. Its exam preparation courses are not sponsored by any institute, association or other industry organization.
Circle Of Wealth course is offered by Trust Your Talent Academy. Our Vision is centered around elevating human potential by embracing and actively living a strategically positive life, where individuals cultivate their strengths, embrace challenges, and continually grow and evolve.
The most trusted financial advisor is the strategist who leads all the other specialists in the execution of their clients’ multi-faceted financial plans.
Whether you wish to embark on a financial planning or investment management career, the Wealth Management Essentials (WME®) course provides the foundational knowledge you need to succeed.
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