Csi Wealth Management Essentials Pdf Download

CSI Wealth Management. Our Team ↓ To Events. Since founding CSI in 1996 Rick has helped over 500 families to legally protect their life savings and qualify for Medi-Cal LTC without spending down assets. Rick and his wife, Laura, have lived in Glendora, CA since 2001. Rick's Monthly Letter. Wealth Management Essentials Course” between “successful completion” and “within 30 months”, by deleting “of:” after “approval as a registered representative” and by deleting sub-paragraphs (i) and (ii). Policy 6, Part II, Section A.10 as amended by the Board of Directors on June 13, 2004 is amended by changing the.

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Wrote: I'm just confused on what is tested on Exam 1 and 2. I ordered my materials and I received two books: Volume 1 and 2. Then, I also got KPMG's tax planning guide.The CSI website does really say what's on each exam. All it says is I'm responsible for all the material and Exam 2 is more case-based.Can anyone help me?

Thanks.Its all laid out in the Exam Structure notes that comes with the materials. Did you not read it?For exam 1, all examinable material will be taken from Volume 1, Volume 2 and the KPMG book.For exam 2, all examinable material will be taken from Volume 1, Volume 2 and the KPMG book.Basically both exams expect you to know.EVERYTHING. The only difference between exam 1 and exam 2 is that exam 2 is case study based where as exam 1 are just a whole bunch of indivudual questions.

Contents.About the designation The CIM is a financial advice designation that delivers the appropriate knowledge requirements for designation holders to work with clients in a discretionary investment management capacity. It builds skills required to serve clients and it offers the credentials required to be licensed as a discretionary portfolio manager in Canada.

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