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).
Take your financial management knowledge to the next level. First, master the basics of finance, even without previous training in accounting or finance. Learn from real-life examples and understand key financial concepts, terminology and methodology.
Financial Administration 110 Financial Administration professionals are the backbone of any organization; this program offers students of business general and specific courses with an overarching emphasis on strategic management.
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.
This program focuses on critical thinking, ethics, and sustainable and sound business practices taught within a comprehensive accounting and financial framework.
If you want to make good business decisions, you need a solid grounding in the management of investments, finances and assets. This course introduces you to the principles of finance and their application.
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