Certificate for Financial Advisors (CertFa)

Who should attend?

• ·Level 1 or  2  students preparing for the September 2018 exam through self- study who  require additional guidance

• · Groups of  5-10 persons

When?

We work with your schedule

Where?

• At your office or meeting room at your convenience. Morning and afternoon sessions are available.

 How long is each session?

• · Sessions are 2 hours each

   What is offered?

• · Modular chapter review. You decide which chapter is reviewed.

• · Comprehensive chapter review with worked examples, chapter specific multiple choice questions and answers

About the Facilitator 

Fifteen (15) years in the banking and Wealth Management industries. Successfully facilitated Levels 1-3 in both Mutual Funds and Banking Specializations over the past 5 years.