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Trainer carves out wealth professional designation
FWR Staff
19 September 2006
Canadian firm unveils education in "holistic wealth management strategies". Canadian financial-service educator CSI has just rolled a series of courses intended to help financial advisors build lasting relationships with their clients. Toronto-based CSI says the program -- which confers a new professional designation -- responds to advisors' feedback on the growing number of clients who are demanding a "holistic" approach to wealth management.
Designation: CPSW "We consulted extensively with advisors and learned they are looking to develop skills that will allow them to apply comprehensive strategies to address every aspect of their clients' financial well-being including leading an integrated network of wealth management experts," says Roberta Wilton, president and CEO of CSI. "These strategies will appeal to affluent clients looking for wealth solutions through a single point of contact and, in turn, help advisors build their businesses and profits."
Advisors who take and pass the course will be awarded the new designation, Chartered Professional Strategic Wealth. -FWR
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