Csi Wealth Management Essentials Pdf Download
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The SeeWhy Learning Study Guide is a concise summary, in an easier to understand format, of the course provider's textbook. Franais A A A 0 ABOUT CSI GETTING STARTED Policies How To Enrol Orientation CORPORATE PROFILE About CSI Media Room Partners CAREERS Opportunities CONTACT US Our Locations Students (Canada and USA) 1-866-866-2601 (8a.m. Can you send me a printed copy of the Flash Cards and Practice Exams? The information listed in the charts above may be subject to change. CSI will be pleased to issue an Honors Certificate to all students who obtain a final course mark of 85% or higher.
We want to make sure you understand what part of your study that is troublesome to you. I'm looking for a new career, what licensing course should I take to so I can find a new or better job? Where do I find these jobs? The Canadian financial services are amoung the strongest in the world, and recognized as such.- 8p.m. The longer you take, the harder it becomes to remember what you learned at the start. The Canadian Securities Institute (CSI) does not sponsor, license or necessarily recommend these notes and study material for any of its courses. EST) 1-416-359-0486 Email General Inquiries: customersupportcsi.ca Home: Courses: Wealth Management Essentials (WME) Back To Top Wealth Management Essentials (WME) Tackle More Complex Client Demands Give your clients more comprehensive, integrated investment advice.
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We are not a foreign company selling Canadian courses. I have your study tools but still can't understand a certain concept, can you help me? We want to be a part of your success. We have a knack for making licensing courses easy to understand. All I want is the printed copy of the study guide, how do I order it?
The printed version of the study guide is only available as an optional purchase to those who order the full success package that includes the online study guide, or, if available, the purchase of just the online study guide. Can I use just your study material and put aside the textbook from the course provider? To answer this question we must first ask you, 'How successful do you want to be?' .last edited126 weeks agobyJanewha.
CSI's Wealth Management Essentials course provides the foundational knowledge to succeed in your financial planning or investment management career. Home: Courses: Wealth Management Essentials (WME). It puts you on the path to other exciting opportunities such as Retirement Strategy and International Wealth Management; YOU WILL DEVELOP. SRO Notices and Disciplinary Proceedings 13.1.1 Amendments to IDA Policy 6 Parts I and II Regarding Wealth Management Essentials Course, and Policy 6. The CSI will provide the WME, the “top-up courses” and the higher level courses mentioned and will ensure that there is no duplication. A small investment today can help you succeed the first time, saving you time and money. NOTE: Before ordering please read our WME Exam Tips document to help guide you through what you should be focusing on and what to use for success on your exams. Click here to download the PDF format document “WME Exam.
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In the unlikely event that you invest in one of our interactive learning programs and do not pass the exam, there are only three criteria required for a refund. Your exam attempt must have taken place during your paid subscription period with SeeWhy Learning (varies from course to course). You must have ordered the correct SeeWhy Learning study tools for your course.
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Send us a copy of the official failure notice (see #8 below) using the money back request form below within ten (10) days of writing your exam. Our guarantee is that simple. If you don't pass, you don't pay. NOTE: The printed version of the study guide is not covered by the money back guarantee.
If your refund request is approved $30 plus tax will be deducted from your order payment to cover this cost. You retain the study guide and it is not returned.
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You must meet all three criteria to qualify for a refund. Can I obtain a refund if changed my mind and will no longer be attempting the exam? The money back guarantee only applies if you actually write and fail your exam. You will not receive a refund if you simply want to cancel. Does the money back guarantee apply if I purchased study tools from SeeWhy Learning through a special corporate pricing program? If you purchased your study tools from SeeWhy Learning through a special corporate pricing program, and are not sure if you qualify for the money back program, please contact us to clarify.
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When you request a refund you are essentially returning the product; doing so means that you must stop using the tools. Accessing the tools after you have submitted a refund request voids the guarantee. Therefore, you must discontinue use even if you are still able to login. All learning center activities are logged with date, time, study tool accessed, and duration. In what form must the failure notice be submitted to SeeWhy Learning to qualify for a guarantee? When submitting your refund request, your failure notice must be one of the following: a) a PDF file of your exam transcript issued by the exam provider (CSI ® students see note below) b) CSI ® Exam students: The exam report we require is the 'Student Performance Record'.
You must send this to mbgreports@seewhylearning.com directly from your CSI ® student page. The request form on this page is also required. How long will it take to receive my refund? Depending on your original payment method, and how long after your order date you are requesting the refund, the time will vary.
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Please contact us if you have any questions about your requested refund. IMPORTANT: You do not have to request a refund because you failed your exam.
We are here to make sure you pass! While we will reach out to you to discuss your options and verify your money back request, you can and talk to our experienced support staff, or one of our professional and qualified trainers, for best advice on your next exam attempt. We want to be part of your success! If you do not meet all three (3) conditions above, you will not qualify for the money back guarantee. There are no exceptions.
Your exam transcript is available in your student access at CSI®, usually within 3 days. I understand that, if my refund request is approved, I will lose access to the online study tools for the course refund submitted. I also understand that after I submit this refund request that I must not access the study tools for this course or it will cancel my refund request. Yes, I understand and agree. The trade-marks AFP, BCO, CSI, CSC, CPH, DFOL, FP1, FP2, FPSU, IFC, NEC, OLC, PFP, PFSA, WME, Wealth Management Essentials, Branch Compliance Officer, Canadian Securities Course, Conduct and Practices Handbook Course, Investment Fund in Canada, New Entrants Course, Wealth Management Essentials, Personal Financial Services Advice Reading, Financial Planning 1, Financial Planning 2, Financial Planning Supplement, Applied Financial Planning, and Personal Financial Planner are owned by the Canadian Securities Institute (CSI ®).
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The Canadian Securities Institute (CSI ®) does not sponsor, license or necessarily recommend these notes and study material for any of its courses. SeeWhy Financial Learning is an independent supplier of educational services. Exam preparation materials are not sponsored by any other industry organization. © 2018 SEEWHY FINANCIAL LEARNING INC.