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).
Creative Financing 1 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.
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This program focuses on critical thinking, ethics, and sustainable and sound business practices taught within a comprehensive accounting and financial framework.
You will learn a methodology, according to best practices, to develop a performance management, monitoring and evaluation tool using key indicators, aligned with the strategic direction of your organization.
Capital markets are surging, and the number of IPOs are on the rise. Equity financing is a vital tool. In fact, it is the lifeblood of many corporations.
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