Financial management advisor

<h2 id="canadian-securities-course">Canadian Securities Course</h2>
<p>The <a href="/facts/Canadian_Securities_Course/5WTfWBFa">Canadian Securities Course</a><a class="footnote-ref" id="fnref:1" href="#fn:1"><sup>1</sup></a> is the universal prerequisite for enrolling in any other CSI course or program. It consists of two volumes of instructional material plus a workbook. The following is a synopsis of the course content of the CSC:
</p>
<ul><li>The Capital Markets and Financial Services</li>
<li>The Canadian Economy</li>
<li>Financing, Listing and Regulation</li>
<li>Corporations and Their Financial Statements</li>
<li>Fixed-Income Securities</li>
<li>Equities</li>
<li>Managed Products</li>
<li>Segregated Funds</li>
<li>Derivative Securities</li>
<li>Analyzing Markets and Products</li>
<li>Financial Planning and Taxation</li>
<li>The Portfolio Approach</li>
<li>Building the Relationship with the Client</li></ul>
<h2 id="professional-financial-planning-course">Professional Financial Planning Course</h2>
<p>The Professional Financial Planning Course is the first course in the CSI's FMA program, consisting of two volumes of instructional material. The following is a synopsis of the course content of the PFPC:
</p>
<ul><li>Financial Planning Practice</li>
<li>Budget and Savings Planning</li>
<li>Residential Mortgages</li>
<li>Business Law</li>
<li>Family Law</li>
<li>Insurance</li>
<li>Tax Planning</li>
<li>Retirement Planning</li>
<li>Estate Planning</li>
<li>Investment Management</li>
<li>Financial Planning Case</li>
<li>Financial Math</li></ul>
<p>PFPC graduates are qualified by the CSI to provide personal financial planning services to persons whose net worth is less than $300,000.
</p>
<h2 id="wealth-management-techniques">Wealth Management Techniques</h2>
<p>The WMTC is the final course in the CSI's FMA program, consisting of one volume of instructional material. The following is a synopsis of the course content of the WMTC:
</p>
<ul><li>The Wealth Management Process</li>
<li>Understanding the Client</li>
<li>Communication and Education</li>
<li>Ethical Issues</li>
<li>Retirement Planning</li>
<li>Insurance Planning</li>
<li>Tax Planning</li>
<li>Estate Planning</li>
<li>Risk and Return</li>
<li>Asset Allocation</li>
<li>Basic Managed Products</li>
<li>Managed Products for the High-Net-Worth Client</li>
<li>Performance Appraisal</li>
<li>Formalizing and Implementing the Investment Plan</li>
<li>Market Research and Business Planning</li>
<li>Marketing Your Wealth Management Business</li></ul>
<p>WMTC graduates are qualified by the CSI to provide personal financial planning services to high-net-worth clients.
</p>

<h2 id="see-also">See also</h2>
<ul><li><a href="/facts/Financial_adviser/CGV8W5mt">Financial adviser</a></li>
<li><a href="/facts/Financial_planner/496GP9px">Financial planner</a></li>
<li><a href="/facts/Investment_advisor/CGV8W5mt">Investment advisor</a></li>
<li><a href="/facts/Wealth_management/h0RwN9Rd">Wealth management</a></li></ul>

<h2 id="references">References</h2>

<ol>
<li id="fn:1"><p>"Canadian Securities Course (CSC®) - Canadian Securities Institute". <a href="https://www.csi.ca/student/en_ca/courses/csi/csc.xhtml" target="_blank">https://www.csi.ca/student/en_ca/courses/csi/csc.xhtml</a> <a href="#fnref:1" class="footnote-back-ref">↩</a></p></li>
</ol>

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Financial management advisor