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...
