One requirement of being an IIROC liscenced RR is to have the WMO completed within 30 months of being hired. Hi all, I was recently hired as a Senior FA for CIBC Imperial Service. The only difference between exam 1 and exam 2 is that exam 2 is case study based where as exam 1 are just a whole bunch of indivudual questions. Basically both exams expect you to know *EVERYTHING*. Can anyone help me? Its all laid out in the Exam Structure notes that comes with the materials.ĭid you not read it? For exam 1, all examinable material will be taken from Volume 1, Volume 2 and the KPMG book.įor exam 2, all examinable material will be taken from Volume 1, Volume 2 and the KPMG book. All it says is I'm responsible for all the material and Exam 2 is more case-based. The CSI website does really say what's on each exam. Then, I also got KPMG's tax planning guide. I ordered my materials and I received two books: Volume 1 and 2. May 20th, 2012 7:53 pmI'm just confused on what is tested on Exam 1 and 2. Professional Development CSI Wealth Management Essentials. For CSI students you must provide the PDF. Csi Wealth Management Essentials Pdf File. Please complete and mail or fax form to CSI: Address. Wealth Management Essentials – Financial Planning Supplement (WME-FPS). Who's taken the Wealth Management Essentials Course (CSI)? I'm just confused on what is tested on Exam 1 and 2. Csi Wealth Management Essentials Pdf Viewer 8,0/10 145reviews
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