Upon completion of this program, you will be able to:
Help clients take steps to achieve their life goals through an integrated approach to the management of all their financial affairs, including such areas as:
Financial Management ? assess the client?s current and future financial position, based upon their cash flow, budget and net worth.
Investment Management ? assess the nature of the client?s assets based on their risk tolerance, time horizon and expected rates of return.
Retirement Planning ? compare the client?s expected lifestyle in retirement to their current retirement assets and planned savings.
Tax Planning ? assess the client?s current and future tax obligations and strategies employed to minimize or defer taxation.
- 獎學金 - 查看所有獎學金
Entry requirements for 喬治布朗學院
Have graduated from senior secondary school or equivalent
Be 18 years of age or older at the time of registration
IELTS - 6.0 overall (minimum 5.5 in each skill band)
TOEFL - 80 overall (minimum 20 in each skill band)
English language requirements
托福(TOEFL iBT)總分: 80.0
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