Terms with Tag Wealth Management

  • Canadian Securities Course (CSC)Acronym, Canada,
    • Offers studies and analysis on Canadian marketplace and its economy focusing on fixed-income securities, segregated / hedge funds, and equity transactions.
    An investment management course recognized by the Canadian Securities Institute.
  • Investment Management Techniques (IMT)Acronym, Canada,
    • Offers in-depth studies in investment policies, risk tolerance, securities, international investing and managed products.
    An investment management course needed to receive a CIM designation.
  • Wealth Management Essentials (WME)Acronym, Canada,
    • A course in budgeting, saving and debt / risk management in relation to retirement planning, estate planning and annuity based financial products.
    A financial planning licensing course.
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