BSII Executive Education

CWM COURSE NYC

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BSII Executive Education

AAFM/RSOF EXECUTIVE EDUCATION DESIGNATIONS

 

Earn while you learn in New York City. At the end of this 3 day course you will have earned the Chartered Wealth Manager (CWM) designation. The AAFM/RSOF Chartered Wealth Management Course designation is internationally recognized by the NASD, the U.S. Department of Labor and Universities worldwide. 

 

General Tuition

The tuition for this course is $3,095*  

 

RSOF Members

Current RSOF member tuition $2,895*.

 

National Community Foundation

Current NCF member tuition $2,895*.

 

Faith Financial Planners

Current member tuition $2,895*.

 

St. Thomas University LL.M Students

St. Thomas University Diamond LLM International Tax Program students may attend this course and earn this designation prior to or without a concentration. Tuition $1,995*. (resume review required).

 

The course will be held at the Yale Club of New York City, 50 Vanderbilt Avenue, New York, NY 10017 on November 4, 5 & 6, 2005. 

 

The Yale Club is centrally located and minutes from the theater district, Times Square, Madison Square Garden, Macy's, the Empire State Building, museums and other famous attractions. Get around town easily by taxi, bus or subway.

 

The courses consist of 3 eight hour days and include all course materials, continental breakfast, morning coffee break, buffet lunch and afternoon break. All other meals travel and accommodations are not included. 

 

You must submit a Resume or CV to determine your qualifications to sit for this course. At minimum a college or university degree is required except for extreme circumstances. 

 

We expect this event to be sold out soon. Space is extremely limited to 21 course attendees so please do not delay. Spaces will not be held without payment.

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Preliminary study materials and all required paperwork are sent to you upon receipt of registration and payment. Additional materials will be distributed during the course. Registration is limited for each course to ensure maximum participation. If you cancel or can not attend this course, you will be entitled to attend a future course. There will be a $250 transfer fee assessed and your tuition will be transferred to the next course date. There are no refunds.

 

Upon completion of the course your paperwork will be sent to the Royal Society of Fellows and the American Academy of Financial Management for processing.

 

Once certified, you will be responsible for maintaining your certification by maintaining at least 15 credits of continuing education per year, maintain your membership in the RSOF ($200 annually) and the AAFM ($85). (Membership in these two organizations entitles you to substantial conference discounts as well as other member benefits). 

 

                              REGISTER NOW!

 

 

Course content:

  • Portfolio Management: Financial Markets and Risk Management

  • Wealth Management and Planning

  • Succession Planning: Planning a Family and Business Legacy

  • Pre-nuptial Agreements and Divorce Planning

  • Global Estate Planning

  • Charitable Planning for the Financial Advisor

  • Anti-Money Laundering

  • International Anti-Avoidance

  • Interpersonal Skills for Dealing with High-Net-Worth Individuals 

  • Practice Management

  • Marketing For the Financial Industry

* Completing the CWM course allows the participant to apply for the designation. The cost includes $300 certification fee and $200 RSOF dues.

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There's something for everyone in NYC!

 

New York City ‚ known to many as the Capital of the World! Can you think of a place other than the Big Apple that has over 150 museums, 900 art galleries, 38 Broadway theatres, 125 Off-Broadway theatres, 150 experimental Off-Off- Broadway theatres, 18,000 restaurants, 2,000 bars and nightclubs, 30 department stores, 1,700 parks, 12,184 taxis, and 656 miles of subway track? And the list goes on! Over 40 million people visit NYC each year, and we hope you plan to be one of them. NY City Guide Magazine is proud to present you with this guide to assist you in exploring, experiencing, and enjoying all the variety, wonder, and excitement this great city has to offer.

NY City Nightlife
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New York, New York, A Helluva Town! Come see why it's known as "the city that never sleeps." Now it's your turn to rest up and step out to enjoy the New York scene.

 

 

 

NYC Nightlife - New York, New York, A Helluva Town! Come see why it's known as "the city that never sleeps." Now it's your turn to rest up and step out to enjoy the New York scene.

 

 

NYC Shopping
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New York City is a shopper's paradise. Wherever you go -- from the designer boutiques of Madison and Fifth Avenues to the chic shops in SoHo to the cutting-edge stores in the Village -- shopping in NY appeals to all the senses.

Broadway and The Theater
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While in New York, don't forget to make time for the costumes, the scenery, the make-up, and the props of Broadway and Off-Broadway.

 

*NYC Theater Layouts

 

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The Yale Club of New York City has provided its members and their guests an intimate oasis in the heart of Manhattan since 1897. The 23-story clubhouse and 10,000 members make the Yale Club of New York City one of the preeminent city clubs in the world. During the past century, members of the Yale Club have included leaders in government, business and the arts.

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The 23-story clubhouse includes 140 gracious guestrooms, wireless Internet service in guestrooms, three restaurants including the elegant Roof Dining Room, modern athletic equipment. The Yale Club offers an exclusive atmosphere and is committed to providing members and guests with extraordinary service and personal attention.

 

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Three restaurants offer superb dining that complements your lifestyle. Savor traditional seasonal menus and innovative specials amidst breathtaking views of the New York skyline from the Roof Dining Room. Sample the buffalo wings along with a round of pool in the Grill Room, or indulge in a different buffet everyday in our Tap Room. Executive Chef Charles Kehrli, a graduate of the Culinary Institute of America, has been responsible for the revitalization of the Club's restaurants and banquet facilities since 1993.

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Stay in one of The Club's 138 guest rooms where you can put up your feet and relax after a full day and start your next day refreshed and replenished. The Club's guest rooms afford tasteful and comfortable accommodations. Spacious, handsomely appointed and recently renovated, guest rooms at the Yale Club offer the visitor a choice among single rooms, doubles, or two-room suites. All rooms have cable TV, VCR, voice mail, alarm clock, hair dryer and a phone port for Fax and computer/internet access. Children, of course, are welcome and rollaway cots are available for a nominal fee. At checkout, you'll discover another very popular aspect of the Yale Club's guest rooms: affordability. Rates are well below those charged by most New York City hotels.

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Squash is one of the Club's focal points. Three international soft ball exhibition courts are occupied with players throughout the day. Over 300 members use these newly renovated courts, as well as the over 200 racquet lockers. The courts are the perfect place for well-seasoned players, as well as those who are new to the game. Head Squash Pro Servando Velez teaches as many as five lessons a day. A native of Mexico, Servando learned the game in 1978 in a New York City raquet club. In only a few years, he had mastered all the skills of a pro.

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Business Services International, Inc.* 22 East Church Street * Martinsville, VA 24112

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