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The Chartered Strategic Wealth Professional (CSWP) designation is a professional certification conferred by Canadian Securities Institute, a Canadian financial education company that provides courses, programs, certifications, and designations for financial industry professionals. ==About the Designation== The CSWPdesignation is a specialized wealth management designation in Canada developed to help advisors service the increasing number of clients who have complex financial needs. It is the only wealth management designation built specifically to manage the complex financial needs of affluent clients.〔http://www.theglobeandmail.com/globe-investor/personal-finance/rob-carrick/financial-advisers-a-tale-of-two-certificates/article1836274/〕 CSWP designation holders are trusted financial consultants who possess an exceptional amount of wealth management expertise. They are capable of coordinating every financially related aspect of their clients’ lives. In addition to the increasing number of Canadian advisors who have achieved this designation, in 2010, CSI Global Education Inc. conferred this designation to 59 financial advisors from China.〔http://www.investmentexecutive.com/client/en/News/DetailNews.asp?Id=56033&IdSection=147&cat=147〕 A comparable designation is not available in the U.S. The CSWP program is designed to advance professionals in the financial advice industry who: * Hold titles such as: * * Investment Advisor * * Wealth Advisor * * Financial Advisor * * Financial Planner * * Life Insurance Specialist Work within: * Securities firms * Banks * Financial planning organizations * Insurance companies * Mutual fund dealers 抄文引用元・出典: フリー百科事典『 ウィキペディア（Wikipedia）』 ■ウィキペディアで「Chartered Strategic Wealth Professional」の詳細全文を読む スポンサード リンク
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