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
- 課程總長： 8 Month(s)
- 費用: 無法取得
|Fall (September), 2023||Toronto|
|Winter (January), 2024||Toronto|
|Spring (May), 2024||Toronto|
|Fall (September), 2024||Toronto|
|Winter (January), 2025||Toronto|
|Spring (May), 2025||Toronto|
|Fall (September), 2025||Toronto|
|Winter (January), 2026||Toronto|
|Spring (May), 2026||Toronto|
Entry requirements for 喬治布朗學院
College Advanced Diploma (3-year) or Bachelor's Degree or demonstrated, relevant work experience (resume and references required).
IELTS - 6.5 overall (minimum 6.0 in each skill band)
TOEFL - 88 overall (minimum 22 in each skill band)
English language requirements
托福(TOEFL iBT)總分: 88.0
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