|
Experience
*Required Field
|
First Name:
Last Name:
|
| |
Experience Verification
All students applying to the Strategic Wealth 360 are subject to the following work experience requirements:
- Must have at least three years work experience in a retail advisory role, specific to wealth management. (CSI recommends 5 years wealth management experience)
I attest that I meet the above stated work experience requirements. I am aware that I am subject to an audit performed by CSI to verify my experience. |
| I have
years wealth management experience. |
Please provide a brief outline of your relevant work experience including,
job title, dates, and a brief job description. |
|
|
Course Selection
*Required
Field
Step 2 of 3 |
Enrolling in the Strategic Wealth 360 is a two-step process:
- Enrol in the Strategic Wealth 360 course. (See checkbox below.)
- Select a Monthly Session
After your enrolment in the Strategic Wealth 360 course is processed, you will receive an email with a link that will allow you to select the Monthly Session of your choice. Note that no payment will be required. (Please view the Schedule now.) |
|
Please take a moment to review CSI's policies
*Required Field
Step 3 of 3 |
|
|
|
