![]() Registered accounts that are set up as savings vehicles for retirement.Taxation issues, tax planning, tax-effective investments, and tax minimization strategies.Personal risk management as part of a fully integrated wealth management plan.Issues that arise from relationship breakdown.Various forms of credit and steps advisors take to evaluate a client’s creditworthiness.Calculating the time value of money for various purposes.Getting to know your clients when creating a comprehensive budget and savings plans.Ethics, a framework for ethical decision-making, and consequences of non-compliance.Wealth management as a distinct practice in today’s financial services environment.View All Financial Literacy Month Events.View All Previously Granted CredentialsĬertified International Wealth Manager (CIWM)ĭesignated Financial Services Advisor (DFSA™).Prepare for an In-Person Exam at a Test Centre.Life Licence Qualification Program Insurance Course (LLQP).Applied Financial Planning Certification Exam (AFP).Financial Planning Integration Course (FPIC).Investment Advisors Training Program (IATP).Personal Financial Services Advice (PFSA).View All Continuing Education Credits Information.Continuing Education Solutions for Corporates.CSI Path to Financial Planning Program – Quebec (IQPF).CSI Path to Qualified Associate Financial Planner (QAFP™).CSI Path to Certified Financial Planner (CFP®).Designated Financial Services Advisor (DFSA™).Certified International Wealth Manager (CIWM).Micro-Certificate in Alternative Investments (MCAI).Certificate in Equity Trading and Sales (CEQT).Certificate in Fixed Income Trading and Sales (CFIT).Certificate in Commercial Credit (CICC).Certificate in Estate Planning & Trust Strategy (CETS).Certificate in Retirement Strategy (CRS).Certificate in Derivatives Market Strategies (CDMS).Certificate in Investment Dealer Compliance (CIDC).Certificate in Technical Analysis (CITA).Certificate in Small Business Banking (CSBB).Certificate in Advanced Investment Advice (CAIA).Certificate in Advanced Financial Advice (CAFA).Certificate in Financial Services Advice (CFSA).Canadian Commodity Supervisors Exam (CCSE).Chief Financial Officers Qualifying Examination (CFO).WME Course For Wealth Managers (WME-WM).WME Course For Investment Managers (WME-IM).Chief Compliance Officers Qualifying Examination (CCO).WME Course For Financial Planners (WME-FP).Investment Dealer Supervisors Course (IDSC).Partners, Directors and Senior Officers Course (PDO).Investment Management Techniques (IMT®).Derivatives Fundamentals and Options Licensing Course (DFOL).Branch Compliance Officer's Course (BCO).Conduct and Practices Handbook Course (CPH®).FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario. ![]()
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