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96 68 98 Investment Advisers may be registered with state regulatory agencies the Securities and Exchange Commission or pursuant to certain exemptions remain unregistered The CFP designation is not awarded by CSI Taught by industry experts who combine the latest in financial information with real world experience this fundamentals program covers how banks and other financial institutions operate in a globalized economy The New Zealand Qualifications Authority NZQA in conjunction with industry groups via the ETITO administers a qualifications frame work for the qualification Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager CIM The courses are not only practical but also engaging and very well structured Any advisor can say they are a financial planner they do not have to hold the CFP Certified Financial Planner designation to do so The curriculum establishes a strong foundation in retirement theory client psychology risk assessment and planning methodologies Each of these three streams meets the educational requirements of the FP Canada Approved Advanced Curriculum Program on the path to CFP certification and is tailored to the intricacies of the industry banking mutual fund dealer or investment dealer it is designed for 8775 Clients are looking for professionals who have the educational background needed to manage their portfolios Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI FCSI The Certificate in Advanced Financial Advice is tailored to support your career progression in many financial advisory roles Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI Professionals seeking an understanding of estate tax law and planning After completing the required courses take the final exam with a minimum passing grade of 75 to earn your program certification This 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