Qualifications

The Bachelor of Business Administration is a four-year baccalaureate degree emphasizing a well rounded business education.

The degree provides an advanced understanding of:

• Accounting
• Economics
• Finance
• Statistics
• Business Law
• International Business
• Operations Management
• Strategic Management.

Certified Financial Planner certification is the industry gold standard in financial planning. Since financial planning is not regulated in most Canadian provinces, anyone can call themselves a "financial planner"; but not everyone who refers to themselves as a planner is indeed qualified. CFP certification provides assurance that the planner is committed to internationally-recognized professional standards of competence, ethics and practice as set and enforced in Canada by the Financial Planners Standards Council.

These Standards include:

• completion of education in financial planning;
• successful completion of rigorous standardized examinations;
• financial planning work experience;
• an ethical commitment to putting the client's interest first; and,
• ongoing continuing education requirements

The Certified International Wealth Manager (CIWM) designation is a graduate-level education programme which sets a global standard in wealth management proficiency for experienced professionals. The CIWM fully addresses the wealth management needs of affluent clients, offering knowledge in combination with practical skill-based training focusing on investments, risk management, domestic and international taxation, retirement strategies, estate and trust planning, and client relationship management.

The Certified International Wealth Manager (CIWM) programme:

• ensures an in-depth knowledge of international wealth management and tax planning that reflects the cross-border connections and investment of todays wealth owners
• teaches sophisticated techniques to assess a clients overall financial situation and risks
• takes a holistic approach to a clients financial and personal situation (accounts, tax, cash flow, portfolio, real estate, family, etc.)
• is taught by academics and business experts who are renowned and recognised specialists in their chosen fields.

The Financial Management Advisor designation is the original wealth management designation offered by the Canadian Securities Institute. The designation focuses on the advanced strategic expertise that high net worth clients require from their financial advisors. With their advanced understanding of investment management and the wealth management process, FMAs have the sophisticated skill set essential to deliver integrated and complex strategies that connect every aspect of your financial life. 

Representing unrivalled professionalism and excellence, the Fellow of Canadian Securities Institute (FCSI) is the pinnacle credential and highest honour in the financial services industry. It is reserved for an elite group of financial services professionals who have met the highest standards for industry experience, advanced education, ethics and solid endorsement from their peers and superiors. 

The Fellow is awarded to distinguished leaders who set and exceed the standards for professional integrity and excellence. Its stringent requirements make it a challenging credential to obtain and maintain, and so FCSIs are some of the most dedicated professionals in financial services. Over the past 35 years, only 3,500 FCSIs worldwide have been awarded the responsibility of leading the financial services industry. Their commitment to their profession and to the industry as a whole makes them the most sought-after individuals in financial services.