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CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

About

Learn about the communication techniques and relationship-building skills that are integral to a client-centric service environment. Explore the psychological and sociological characteristics that influence clients’ purchasing behaviour. This course covers personal net worth statement preparation and analysis and the cash and debt management issues that stem from this information. It also lays the groundwork for subsequent program courses by covering the important concept of the “Time Value of Money”, along with both microeconomic and macroeconomic concepts.

Who should enrol?

Client contact professionals who wish to acquire knowledge in the basics of financial planning and those who deal with clients in the assessment of needs with the aim of providing financial planning advice and wealth management strategies.