News & Updates
CSI Global Education to confer Chartered Strategic Wealth Professional designation in China
Expanding financial education and credentialing demonstrates the professionalization of financial advice as growing trend
TORONTO, December 3, 2010 - CSI Global Education (CSI), a Toronto-based premier global provider of financial education and compliance solutions, is conferring its wealth management designation, the Chartered Strategic Wealth Professional (CSWP), to the first group of financial advisors from China on December 3, 2010.
Twenty-six financial professionals from Guangfa Securities, one of the five largest Securities firm in China, will be awarded the CSWP designation at the graduation ceremony in Guangzhou, Guangdong, China, hosted by Guangfa Securities and executive representatives of the Securities Association of China (SAC).
"This graduation of the first cohort of students being awarded the CSI Chartered Strategic Wealth Professional (CSWP) designation in China is an important milestone. The professionalization of financial services is critical for the integrity, stability and viability of the global capital markets," says Dr. Roberta Wilton, President and CEO of CSI Global Education. "China, which recently overtook Japan as the world’s second largest economy, is continuing along the path of global economic leadership. Capital flows between China, Canada and the rest of the world are having an increasingly significant impact across the closely integrated capital markets."
The CSI standards for content, teaching methodology and maintenance requirements for the CSWP are consistent internationally. Core elements of the CSWP designation include:
"In China, CSI has advanced the reputation of Canada’s financial services industry and positioned it as being the world’s best," says Emilio Sánchez, Senior Vice President, International & Corporate Development for CSI. "The CSWP program is a powerful blueprint for global corporate education in the financial services industry."
The introduction of the CSWP wealth management designation in China follows CSI’s five-year partnership with its Chinese colleagues:
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