Chartered Professional (Ch.P) Strategic Wealth

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The Chartered Professional (Ch.P) Strategic Wealth designation is CSI's premier designation in wealth management.

This designation provides students with the knowledge and experience required to serve the most affluent, high net worth clients. Upon completion of the program, advisors will understand the many advanced strategic wealth management concepts and practices that reflect a more comprehensive style of wealth management inducive to today's current market trend.

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