Conduct and Practices Handbook CPH Chapter 5: Client Discovery and Account Opening

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Welcome! I am a 22 year old financial associate who is currently working towards becoming licensed as a financial advisor. I am a Carleton University graduate, where I graduated with a Bachelor of Commerce with a double concentration in Accounting and Finance. I created this channel with the hopes of being able to educate others of the world of investing.

In chapter 5 of the CPH course we will be reviewing the client discovery and account opening process.

#stockmarket #stocks #finance #financialplanning #investing #JacobTompkins #CanadianInvestor
  1. Jacob Tompkins
  2. investing
  3. financial advisor
  4. stock market
  5. stocks
  6. financial planning
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Комментарии
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Thank you for these videos. Is there chapter 6-9?

islandlife
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Hi, Thank you very much for CSC chapters, It helped me a lot...

anujrimple
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Hey Jacob! First of all, thanks a lot for the videos. I'm close to finishing the CSC2, and although I'm taking it in French, I use your videos both as an intro before reading the chapter, and as a review before the practice exercises. :)

I was taking a peek at what's coming, and noticed that your CPH videos stop at chapter 5. Do you have any plans on creating the others or did you abandon the project?

Again, thanks a lot, I really appreciate the help! :)

simobek
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I am able to clear CSC. and I need little guidance from you..

anujrimple
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Hi I would like to know If you have anyinfo regarding CiFP 's core curriculum and advance programme.

anujrimple
welcome to shbcf.ru