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2011: Eleven (11) course bundles introduced by CSI to help professionals obtain various designations. These include the Personal Financial Planner (PFP), CIM and Certified Financial Planner designations. [9] Canadian Investment Manager designation renamed in September 2011 to Chartered Investment Manager (CIM) to improve portability outside Canada.
The Investments and Wealth Institute (IWI), previously known as Investment Management Consultants Association (IMCA), was founded in 1985 in Colorado to provide investment consulting and wealth management credentials and educational offerings for its members.
Corporate Finance Institute (CFI) is an online training and education platform for finance and investment professionals based in Vancouver Canada. It provides courses and certifications in financial modeling , valuation , and other corporate finance topics.
Wealth management by financial advisors takes a more holistic view of a client, with allocations to particular asset management strategies. The term fund manager, or investment adviser in the United States, refers to both a firm that provides investment management services and to the individual who directs fund management decisions. [2]
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Financial management advisors, like personal financial planners, wealth managers, are not registered to provide investment advice but provide general financial counselling and advice to clients on a fee, percentage of assets, or commission basis or some hybrid of these. A typical fee for a fee-only planner might range from CDN$80 to CDN$180 per ...
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The institute offers qualifications, training and professional membership. It holds the UK licence to award the Certified Financial Planner (CFP) designation. Amongst the qualifications offered is the Diploma in Capital Markets which covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. [2]