Jan 11, 2015 | CFP, CPD, CPD Continuing Professional Development, FAIS, FPI, FSB, INSETA, NC Wealth Management 57608, News, Regulatory exams
RSC has completed an update of their website which now leads potential learners through the maze of competing the following requirements for FAIS “Fit and Proper” What courses are available What do do with existing credits How to get the right...
Aug 17, 2013 | CFP, CPD, CPD Continuing Professional Development, FPI, FSB, Regulatory exams
One of my graduate students on a Wealth Management learner-ship asked me to advise him on what they need to do to become a broker and i decided to write this post. Brand new people to the industry need to gain time on the job and practical experience before they can...
Aug 4, 2013 | CFP, CPD, FPI, FSB
RSC is planing to offer advanced modules which will add credits at level 6 onto the National Certificate in Wealth Management. These modules will cover the following: Investment Planning Estate Planning Employee Benefits Business Assurance Health Planning Risk...
