Financial Management Advisor
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Revision as of 08:52, 13 April 2010 by ElaineHartjes (Talk | contribs)
Financial Management Advisor (FMA) is the original wealth management designation offered by the Canadian Securities Institute (CSI). The designation provides students with the knowledge and expertise required in order to handle complex wealth management issues, and to advise high net worth clients. Students complete the course with an enhanced comprehension of the wealth management process, estate and tax planning.
