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纪念我的双十

唐人Jason

能把鸡蛋立起来
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2006-05-27
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纪念我的双十


2012年双十日,获加拿大证券学院通知,自即日起正式成为特许策略财富专家(CSWP®, Chartered Strategic Wealth Professional)

这是财富管理行业所能获得的最高职称。


2013年9月25日,获加拿大证券学院通知,自即日起正式成为特许投资管理师(CIM®, Chartered Investment Manager)

这是投资管理行业所能获得的最高职称。


2014年1月31日,根据加拿大证券学院与国际财富管理协会所达成的协议,所有特许策略财富专家(CSWP®, Chartered Strategic Wealth Professional)获国际财富管理协会授予注册国际财富管理师(CIWM, Certified International Wealth Manger)职称。

这是私人银行与财富管理领域唯一的国际公认高级专业职称。


好事成双,在有幸成为加拿大第一批注册国际财富管理师之一员以后,亦成为所供职银行有史以来第一批正式任命财富管理顾问之一员。


2015年1月7日,收到加拿大证券学院院长亲笔签发之祝贺信,自即日起正式成为加拿大证券学院院士(FCSI®, Fellow of Canadian Securities Institute)

这是加拿大证券学院颁发的最高荣誉称号。



2016年2月18日,收到所供职机构一把手亲笔签发之任命书,获擢升为副总裁


 
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RCA

活跃园友
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2008-01-19
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回复: 纪念我的双十

恭喜恭喜恭喜!!!
 

RCA

活跃园友
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2008-01-19
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回复: 纪念我的双十

在加拿大取得这个认证确实了不起,佩服佩服!

Chartered Strategic Wealth Professional

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The Chartered Strategic Wealth Professional (CSWP) designation is a professional certification conferred by Canadian Securities Institute, a Canadian financial education company that provides courses, programs, certifications, and designations for financial industry professionals.
Contents

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[edit] About the Designation

The CSWPdesignation is a specialized wealth management designation in Canada developed to help advisors service the increasing number of clients who have complex financial needs. It is the only wealth management designation built specifically to manage the complex financial needs of affluent clients.[1] CSWP designation holders are trusted financial consultants who possess an exceptional amount of wealth management expertise. They are capable of coordinating every financially related aspect of their clients’ lives.
In addition to the increasing number of Canadian advisors who have achieved this designation, in 2010, CSI Global Education Inc. conferred this designation to 59 financial advisors from China.[2] A comparable designation is not available in the U.S.
The CSWP program is designed to advance professionals in the financial advice industry who:
  • Hold titles such as:
    • Investment Advisor
    • Wealth Advisor
    • Financial Advisor
    • Financial Planner
    • Life Insurance Specialist
Work within:
  • Securities firms
  • Banks
  • Financial planning organizations
  • Insurance companies
  • Mutual fund dealers
[edit] Education Requirements

Program participants must:
OR
  • Have completed one of these two courses offered by CSI Global Education Inc.:
    • Wealth Management Essentials
    • Professional Financial Planning
Once these requirements are met, the program participant must complete the following three courses (in any order):
  • Advanced Investment Strategies
  • Advanced Retirement Management Strategies
  • Advanced Estate Planning & Trust Services
Upon completion all of the above requirements, the program participant is required to complete the Strategic Wealth 360 program, an intensive 10-week program that includes the following:
  1. A client discovery interview to develop a relationship with a client over the phone and uncover further client needs that may not have been revealed during the case study
  2. Creation of a wealth plan
  3. Presentation of the wealth plan to a panel (including the client)
All elements of the Strategic Wealth 360 program are assessed and feedback is provided to the program participant.
Program participants must have three years of experience working with, or in support of, clients before they are eligible to complete the Strategic Wealth 360 program.
Upon completing all of the above requirements, program participants can apply for the CSWP designation.
Program participants must complete education, examination and ethics requirements to receive authorization to use the designation. Once they have earned this right, they must also:
  • Sign a Code of Ethics and Trademark Licensing Agreement
  • Complete 12 hours of continuing education (CE) credits per year
  • Pay annual membership dues
The topics covered through these courses include: Advanced Investment Strategies
  • Wealth management for affluent clients
Advanced Retirement Management Strategies
  • How to help clients meet their financial retirement goals
Advanced Estate Planning & Trust Services
  • How to help clients meet their estate planning goals
 

octor

活跃园友
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2005-07-25
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回复: 纪念我的双十

恭喜jason
双十节啊
:wdb17:
 
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