Learn about the communication techniques and relationship-building skills that are integral to a client-centric service environment. Explore the psychological and sociological characteristics that influence clients’ purchasing behaviour.
DurationLearn about the communication techniques and relationship-building skills that are integral to a client-centric service environment. Explore the psychological and sociological characteristics that influence clients’ purchasing behaviour.
This course covers personal net worth statement preparation and analysis and the cash and debt management issues that stem from this information. It also lays the groundwork for subsequent program courses by covering the important concept of the “Time Value of Money”, along with both microeconomic and macroeconomic concepts.
Who Should Enrol?
Client contact professionals who wish to acquire knowledge in the basics of financial planning and those who deal with clients in the assessment of needs with the aim of providing financial planning advice and wealth management strategies.
What Will You Learn About?
Syllabus:
The Canadian Securities Institute (CSI) has been setting the standard for excellence in lifelong education for financial professionals since 1970. CSI is part of Moody’s Analytics, which offers education programs and credentials in Canada and around the world.
Our experience training over 800,000 global professionals makes us the preferred partner for individuals, financial institutions, and regulators internationally. Our expertise extends across the financial services spectrum to include securities and portfolio management, retail banking, trust, and insurance, financial planning and high-net-worth wealth management.
CSI is endorsed by numerous Canadian regulators, including the Canadian Investment Regulatory Organization (CIRO), the provincial securities regulators (Canadian Securities Administrators) and the Canadian Insurance Services Regulatory Organizations (CISRO).
Cash Flow Forecasting course is offered by Megacity Management & Accounting Systems Inc. Megacity Management & Accounting Systems Inc. offers training in business skills workshops and attends regular tax practitioners' seminars with Canada Revenue Agency officials.
This course introduces business managers to quantitative and qualitative techniques and to communication strategies that enable reporting findings in an engaging and professional manner.
The Credit Counselling Society is excited to announce a new offering: the Certificate in Financial Wellness – Foundations in Personal Finance. Getting this certificate shows that you and the valued employees of your organization have attended 5 important webinars for developing financial wellbein...
Unit 1 is designed to introduce students to the foundational concepts (Building Blocks) of financial planning. Students should complete this course with an understanding of the environment in which financial planning engagements take place.
This curriculum has been designed for use by staff of not-for-profit community-based agencies who work with people in or at risk of poverty. Momentum has been delivering financial literacy workshops for over 18 years to more than 25,000 individuals.
About Coursetakers.com
Coursetakers.com is more than a decade old course aggregator and Online course platform that helps students find courses and compare course prices from Training providers in the UAE, UK, USA, India and South Africa, by just submitting their inquiry through the website. Coursetakers also helps Institutes, Universities and Online Instructors market their courses, gain leads and get more students to enroll into their courses.
© 2024 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy
Online
USA
UK
India
UAE
South Africa
Canada
New Zealand
Australia
Malaysia
Singapore