This badge was issued to Christina Romano on 09 Feb 2021.
Practice Management in High Net Worth Segment
Issued by
Canadian Securities Institute
This digital credential indicates that the individual has completed the Practice Management in High Net Worth Segment course and earned a micro-certificate. Completing this course attests that they can apply business and marketing techniques to build and maintain a successful practice. They can attract and engage with high net worth clients, help clients through various life transitions and understand special considerations when dealing with affluent clients and their families.
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