1. Financial Industry Credentials
Prof. Brian Y. Gordon, CFA, CFP, CIM, MBA, FCSI
Director of Learning
Exam Success
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2. What A Night!
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3. Credentials – Why?
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Knowledge
Prestige Marketing

4. Retail
 Discount, Full Service, Financial Planners
Institutional
 Portfolio Managers, Analysts
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Financial Services Industry

5. Canadian Securities Course
Conduct and Practices Handbook
Certified Financial Planner
Chartered Investment Manager
Chartered Financial Analyst
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Credentials

6. Canadian Securities Course
 2 Exams, 100 MCQ, Passing Grade: 60%
 Banks, Brokerages, Fund Companies
 Cost: $1000!
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Credentials

7. Conducts and Practices Handbook
 1 Exam, 120 MCQ, Passing Grade: 60%
 IAs at IIROC Member Brokerages
 Cost: $700!
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Credentials

8. Certified Financial Planner (CFP)
 Education Program, 2 Exams, Capstone
 Banks, Brokerages, Financial Planning
 Cost: $1000!
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Credentials
$3000!

9. Chartered Investment Manager
 IMT and PMT Courses
 IAs at IIROC Member Brokerages
 Cost: $2000!
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Credentials

10. Chartered Financial Analyst
 3 Levels – Low Pass Rates!
 Most Broad Appeal
 Cost: $2500!
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Credentials

11. Live Weekly Classes & Reviews
Online Recorded Lessons
Online Question Test Banks
Study Notes
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How We Can Help You

12. Save time, money and effort!
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Why Choose Exam Success?

13. examsuccess.ca/more
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Your Next Steps