Bank, insurance and financial services professional designations.

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Chartered life underwriters, recognized by the Institute for Advanced Financial Education, optimize clients’ life insurance plans.

Becoming a CSWP (Chartered Strategic Wealth Professional)

Becoming a FCIP – Fellow Chartered Insurance Professional

Becoming a MTI (MTI Estate and Trust Professional)

Perfonal financial planners, recognized by the Canadian Securities Institute, offer financial consultations in different financial fields.