Canadian Wealth Management Study Guide 2020
$19.99
The Canadian Wealth Management industry is fast and ever changing. Many banks and clients are expecting their advisors to have respectable credentials and up to date knowledge of the financial industry. If you are planning to tackle the Canadian Securities Course (CSC), Wealth Management Essentials (WME), or Certified Financial Planner (CFP) exam, then this guide can help you understand the 6 Pillars of Financial Planning and enable you to offer your clients exceptional service. Take advantage of our all-in-one wealth study guide which aims to provide you with technical knowledge of the Canadian Wealth Management Industry. Please note that the study guide comes in a electronic copy. For the hard cover, visit Amazon below.
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Description
Product Details
- PDF File : 474 pages
- Word Wise : Enabled
- ASIN : B08NPBX819
- Text-to-Speech : Enabled
- Enhanced typesetting : Enabled
- Language: : English
- Simultaneous device usage : Unlimited
- X-Ray : Not Enabled
Product Description
At Wealth Hub, we want to educate you on the wealth management industry in Canada and on various investment vehicles that are offered to Canadians. Our mission is to expand your horizons and touch on wealth related topics that may interest you. Our content is written by our staff who are well educated on the topic at hand and have numerous years of experience. We’ve compiled the important aspects of the Canadian Wealth Management industry in an “easy-to-read” study guide which we also refer to as the Financial Advisor’s pocket book.
Canadian Wealth Management Study Guide Topics
For the full list of table of contents, please see product images.
Pillars of Financial Planning
1. Cash Flow Management
2. Risk Management
3. Tax Planning
4. Retirement Planning
5. Asset Management
6. Estate Planning
Government Assistance Program
1. Canada Pension Plan
2. Old Age Security
3. Guaranteed Income Supplement
4. Survivors Benefits
5. Defined Benefit Plans
6. Defined Contribution Plans
7. Quebec Pension Plan
Type of Investment Accounts
1. Registered Retirement Savings Plan
2. Tax Free Savings Accounts
3. Non Registered Accounts
4. Registered Retirement Income Funds
5. Locked In Retirement Accounts
6. Spousal Registered Savings Plan
7. Life Income Fund
8. Deferred Profit Sharing Plans
9. Individual Pension Plans
Investment Products
1. Stocks
2. Bonds
3. Hedge Funds
4. Mutual Funds
5. Exchange Traded Funds
Derivatives
1. Options
2. Futures
3. Forwards
4. Swaps
5. Warrants
Sriya Rashanlingam –
I am planning on taking the Canadian Securities Course and this guide provided me with more knowledge than the books I received. Simple and to the point. Thanks!
Rachel F –
AMAZING! This is what I was just looking for