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Wealth Management Essentials Seminar

Icon SeminarThe WME Seminar offers you an advantage for completing the Wealth Management Essentials course. It has been designed in partnership with the Foran Financial Institute – experts in investment seminar design.

During this 5-day, in-class learning experience you’ll delve into course curriculum with help from expert instructors and peers. You’ll meet and network with other students and build the understanding you need to successfully pass your WME exam.

In order to take this seminar, you must be enrolled in the Wealth Management Essentials course.

What you'll learn:

This five-day seminar covers:

A. Investment management:
  • Modern portfolio theory
  • Investing in debt securities
  • Equity securities and managed products (mutual funds, ETFs, hedge funds, etc)
  • Portfolio monitoring and performance evaluation.
B. Financial planning:
  • Insurance planning
  • Taxation planning
  • Retirement planning
  • Estate planning
C. Wealth Management:
  • Wealth management today
  • Ethics and wealth management
  • Understanding the client
  • Budget and savings/planning
  • Family law
  • Financial math

Wealth Management Essentials™ is a registered trademark of Canadian Securities Institute

Please visit the Foran Financial Institute website for schedules, pricing and enrolment information or contact Foran Financial Institute directly:

In Ontario:
Tel: (416) 947-1922
Fax: (416) 947-1925

110 Yonge Street, Suite 501
Toronto, ON M5C 1T6

In Vancouver:
Tel: (604) 331-8581
Fax: (604) 641-1214

1200 West Georgia Street, Suite 3406
Vancouver, BC V6E 4R2

Toll Free: 1-800-565-0374