BSII Executive Education
Course Registration 2007
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LIVE and REMOTE Course Registration Instructions Below 
 

 

 

 
Remote Course - Ongoing
 
Next Live Course
 
Charleston, NC - October 31- November 2, 2007
 
Quality Suites Hotel
5225 North Arco Lane
North Charleston, SC 29418
 
 Limited to 15 seats on a first come basis!
Special  $92.00 Room Rate until September 30th!
 
 
 
Remote Course Monthly
 
 
Charleston, NC - October 30-November 1, 2007
 
Quality Suites Hotel
5225 North Arco Lane
North Charleston, SC 29418
 
 Limited to 15 seats on a first come basis!
Special  $92.00 Room Rate until September 30th!

BSII Executive Education

AAFM/RSOF CWM and CTEP Designations

 

The Chartered Wealth Manager™ (CWM) and the Chartered Trust and Estate Planner™ (CTEP) designation courses consists of an on-line study course and a LIVE Course (optional Remote DVD course may be substituted for LIVE section) held over 3 days. At the end of each course you will have earned the right to apply for the CWM and/or the CTEP designation.*

 

The CWM course consists of a 10 weeks on-line study and 3 eight hour days(LIVE or REMOTE) of Global Estate Planning, Offshore Life Insurance, Investment Management,  Anti-money Laundering and Compliance, Offshore and Onshore Tax Strategies, Prenuptial Planning for High Net Worth Individuals. The CTEP course does not include investment management but includes Trust Centered Estate Planning.  Wealth Transfer and Family Succession Planning.

 

The courses include all course materials, continental breakfast, morning coffee break, lunch and afternoon break during the LIVE section. All other meals, travel and accommodations are not included. 

 

There is no extra charge for the remote course. There is, however, a 100 question test that is not required at the live course. If you are interested in taking the remote course and for more information, please contact us by email at: bizserv@gmail.com, or call 704-902-0972. The registration process is the same for both courses. 

 

You must be approved to take these courses. You must submit a Resume or CV prior to registration to determine if you are qualified to sit for this course. If you do not have a college degree, you must have a suitable amount of experience in the financial services industry.

 

REGISTRATION PROCESS:

 

1) Submit your resume to: bizserv@gmail.com

2) Complete the on-line Registration form below

3) Pay your tuition

4) Get your student ID & Password and download your study materials.

 

 

Group Discounts

 

These discounts are for multiple students from the same

Company or group. They do not have to be from the same

office. Please contact us for details.

 

Students    Discount              Tuition Per Person

 

1                                               $3,495

2                 5%                        $3,320

3 - 5          10%                       $3,145

4 - 6          15%                       $2,970

7 -10         20%                       $2,795

11+           25%                       $2,620

 

 

 

Payment Options

 

Pay by Credit Card, Check, Certified Checks or Money Order.

Checks, certified checks or money orders should be made payable and sent to Business Services International, Inc. for the applicable amount in U.S. DOLLARS ONLY.

 

Wires are accepted. Please contact us for wiring instructions.

 

Applications, resumes and CV's should be sent by e-mail, faxed or mailed to: Business Services International, Inc. 249 Route 94 Suite 3 Vernon, NJ 07462 * FAX - 866-768-6886.  

 

 

Please note the course you wish to take on the on-line application. Click the BUY NOW button to pay your tuition.

 

 RSOF Associate Fellows and Fellows            $2,895*

CITY                                           

Charleston, NC - October 2007
Barbados - January 2008                                      

Association Tuition                                  $3,195

Current members of the National Foundation of America,  Faith Financial Planners, Vernon Jacobs Newsletter and Offshore Press Subscribers, Duke Law Firm Newsletter Subcribers, the tuition rate is a flat $3,195. Please indicate on your application form the group to which you belong. 

 

Charleston, NC - October 2007
Barbados - January 2008 
 
LIVE and REMOTE Tuition                                                    $3,495* 

CITY                                             

Charleston, NC                         October 2007
Barbados                                   January 2008

EXTRA DAY For 2nd Certification            $1,495

 

Diamond International Tax LL.M Students

Thomas Jefferson Law School Diamond LLM International Tax Program students may attend this course and earn this designation without a concentration. Tuition $1,995*. (resume review required).

The Chartered Portfolio Manager and the Certified Private Equity Specialist Designation courses are one day courses. The tuition is $2,500 if taken as a stand-alone course and $1,495 if taken in conjunction with the CWM or CTEP course.

 

Please Register Early to Get Your Materials On-line

When submitting my registration, I understand that I must also submit a Resume or CV prior to the course to determine if I am qualified to sit for this course. If I do not qualify, my money will be refunded in full with no liability to any parties involved.

 

Spaces will not be held without payment. There must be a minimum class size of 10. We reserve the right to reschedule, change or cancel any course date. 

 

* Completing the CWM and CTEP courses allows the participant to apply for the designation. The tuition cost does not include the $300 AAFM certification fee or $200 RSOF dues.

BSII and RSOF reserve the right to cancel or reschedule classes that are too small. Students will always have the right to attend other course dates or substitute courses.

 

On-Line Registration Form

First name:
Last name:
Email address:
Company:
Address 1:
Address 2:
City:
State/Province:
Zip/Postal Code:
Phone:
Country:
Home Address
Home Address2
City
State/Province
Zip/Postal Code
Country
Main Phone
Cell/Other Phone
I would like to register for:
Date of Course
Place of Course
Method of Payment
  

*Preliminary study materials and all required paperwork are sent to you upon receipt of 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 after registration, 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. We reserve the right to change or consolidate course dates to maxamize attendance.

 

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 and you will receive your diploma and a membership certificate from each organization.

 

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). 

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Business Services International, Inc.* 249 Route 94 Suite 3 * Vernon * US * 07462

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