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Jacob Tompkins
Canada
Приєднався 19 кві 2020
Welcome to my channel where I upload educational finance & investing related videos.
Qualifications:
Carleton University Bachelor of Commerce Graduate with a concentration in Accounting & Finance (2021)
Completed the Canadian Securities Course (CSC) in August 2021
Completed the Conduct and Practices Handbook Course in October 2021
Completed the LLQP course with CSI in October 2022
Completed the WME Course with CSI in November 2023
Qualifications:
Carleton University Bachelor of Commerce Graduate with a concentration in Accounting & Finance (2021)
Completed the Canadian Securities Course (CSC) in August 2021
Completed the Conduct and Practices Handbook Course in October 2021
Completed the LLQP course with CSI in October 2022
Completed the WME Course with CSI in November 2023
WME Chapter 23: Portfolio Monitoring and Evaluation - Wealth Management Essentials Course
In this video I will be doing a chapter review for chapter 23 of the Wealth Management Essentials Course (WME). This chapter is all about Portfolio Monitoring and Evaluation.
Welcome! I am a 24 year old, currently studying the WME course. I made this review of the Wealth Management Essentials Course to help other people review the material, while also helping me study for the exam. I hope you find the reviews helpful.
Full WME Playlist: ua-cam.com/play/PLqyhnaJWa10eUm6BMTDfmeKQmGVtQ8IYh.html&si=YbxkmZN8JZ7s6s4c
#stockmarket #stocks #finance #financialplanning #investing #JacobTompkins #CanadianInvestor
#stockmarket #stocks #finance #financialplanning #investing #JacobTompkins #CanadianInvestor
Welcome! I am a 24 year old, currently studying the WME course. I made this review of the Wealth Management Essentials Course to help other people review the material, while also helping me study for the exam. I hope you find the reviews helpful.
Full WME Playlist: ua-cam.com/play/PLqyhnaJWa10eUm6BMTDfmeKQmGVtQ8IYh.html&si=YbxkmZN8JZ7s6s4c
#stockmarket #stocks #finance #financialplanning #investing #JacobTompkins #CanadianInvestor
#stockmarket #stocks #finance #financialplanning #investing #JacobTompkins #CanadianInvestor
Переглядів: 967
Відео
WME Chapter 22: Managed Products - Wealth Management Essentials Course
Переглядів 964Рік тому
In this video I will be doing a chapter review for chapter 22 of the Wealth Management Essentials Course (WME). This chapter is all about Managed Products. Welcome! I am a 24 year old, currently studying the WME course. I made this review of the Wealth Management Essentials Course to help other people review the material, while also helping me study for the exam. I hope you find the reviews hel...
WME Chapter 21: Debt Securities: Pricing & Volatility - Wealth Management Essentials Course
Переглядів 850Рік тому
In this video I will be doing a chapter review for chapter 21 of the Wealth Management Essentials Course (WME). This chapter is all about Debt Securities: Pricing & Volatility. Welcome! I am a 24 year old, currently studying the WME course. I made this review of the Wealth Management Essentials Course to help other people review the material, while also helping me study for the exam. I hope you...
WME Chapter 20: Debt Securities - Wealth Management Essentials Course
Переглядів 839Рік тому
In this video I will be doing a chapter review for chapter 20 of the Wealth Management Essentials Course (WME). This chapter is all about Debt Securities. Welcome! I am a 24 year old, currently studying the WME course. I made this review of the Wealth Management Essentials Course to help other people review the material, while also helping me study for the exam. I hope you find the reviews help...
WME Chapter 19: Equity Securities - Wealth Management Essentials Course
Переглядів 957Рік тому
In this video I will be doing a chapter review for chapter 19 of the Wealth Management Essentials Course (WME). This chapter is all about Equity Securities. Welcome! I am a 24 year old, currently studying the WME course. I made this review of the Wealth Management Essentials Course to help other people review the material, while also helping me study for the exam. I hope you find the reviews he...
WME Chapter 18: Asset Allocation - Wealth Management Essentials Course
Переглядів 879Рік тому
In this video I will be doing a chapter review for chapter 18 of the Wealth Management Essentials Course (WME). This chapter is all about Asset Allocation. Welcome! I am a 24 year old, currently studying the WME course. I made this review of the Wealth Management Essentials Course to help other people review the material, while also helping me study for the exam. I hope you find the reviews hel...
WME Chapter 17: Investment Management - Wealth Management Essentials Course
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In this video I will be doing a chapter review for chapter 17 of the Wealth Management Essentials Course (WME). This chapter is all about Investment Management. Welcome! I am a 24 year old, currently studying the WME course. I made this review of the Wealth Management Essentials Course to help other people review the material, while also helping me study for the exam. I hope you find the review...
WME Chapter 16: Estate Planning Strategies - Wealth Management Essentials Course
Переглядів 821Рік тому
In this video I will be doing a chapter review for chapter 16 of the Wealth Management Essentials Course (WME). This chapter is all about Estate Planning Strategies. Welcome! I am a 24 year old, currently studying the WME course. I made this review of the Wealth Management Essentials Course to help other people review the material, while also helping me study for the exam. I hope you find the r...
WME Chapter 15: Will and Powers of Attorney - Wealth Management Essentials Course
Переглядів 899Рік тому
In this video I will be doing a chapter review for chapter 15 of the Wealth Management Essentials Course (WME). This chapter is all about Wills and Powers of Attorneys. Welcome! I am a 24 year old, currently studying the WME course. I made this review of the Wealth Management Essentials Course to help other people review the material, while also helping me study for the exam. I hope you find th...
WME Chapter 14: Protecting Retirement Income - Wealth Management Essentials Course
Переглядів 888Рік тому
In this video I will be doing a chapter review for chapter 14 of the Wealth Management Essentials Course (WME). This chapter is all about Protecting Retirement Income. Welcome! I am a 24 year old, currently studying the WME course. I made this review of the Wealth Management Essentials Course to help other people review the material, while also helping me study for the exam. I hope you find the...
WME Chapter 13: Retirement Planning Process - Wealth Management Essentials Course
Переглядів 917Рік тому
In this video I will be doing a chapter review for chapter 13 of the Wealth Management Essentials Course (WME). This chapter is all about the Retirement Planning Process. Welcome! I am a 24 year old, currently studying the WME course. I made this review of the Wealth Management Essentials Course to help other people review the material, while also helping me study for the exam. I hope you find ...
WME Chapter 12: Government Pension Programs - Wealth Management Essentials Course
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In this video I will be doing a chapter review for chapter 12 of the Wealth Management Essentials Course (WME). This chapter is all about Government Pension Programs. Welcome! I am a 24 year old, currently studying the WME course. I made this review of the Wealth Management Essentials Course to help other people review the material, while also helping me study for the exam. I hope you find the ...
WME Chapter 11: Employer Sponsored Pension Plans - Wealth Management Essentials Course
Переглядів 1,1 тис.Рік тому
In this video I will be doing a chapter review for chapter 11 of the Wealth Management Essentials Course (WME). This chapter is all about Employer Sponsored Pension Plans. Welcome! I am a 24 year old, currently studying the WME course. I made this review of the Wealth Management Essentials Course to help other people review the material, while also helping me study for the exam. I hope you find...
WME Chapter 10: Registered Retirement Savings Plan (RRSP) - Wealth Management Essentials Course
Переглядів 976Рік тому
In this video I will be doing a chapter review for chapter 10 of the Wealth Management Essentials Course (WME). This chapter is all about Registered Retirement Savings Plans (RRSP). Welcome! I am a 24 year old, currently studying the WME course. I made this review of the Wealth Management Essentials Course to help other people review the material, while also helping me study for the exam. I hop...
WME Chapter 9: Tax Reduction Strategies - Wealth Management Essentials Course
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In this video I will be doing a chapter review for chapter 9 of the Wealth Management Essentials Course (WME). This chapter is all about Tax Reduction Strategies. Welcome! I am a 24 year old, currently studying the WME course. I made this review of the Wealth Management Essentials Course to help other people review the material, while also helping me study for the exam. I hope you find the revi...
WME Chapter 8: Understanding Tax Returns - Wealth Management Essentials Course
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WME Chapter 8: Understanding Tax Returns - Wealth Management Essentials Course
WME Chapter 7: Personal Risk Management Process - Wealth Management Essentials Course
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WME Chapter 7: Personal Risk Management Process - Wealth Management Essentials Course
WME Chapter 6: Legal Aspects of Family Dynamics - Wealth Management Essentials Course
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WME Chapter 6: Legal Aspects of Family Dynamics - Wealth Management Essentials Course
WME Chapter 5: Consumer Lending and Mortgages - Wealth Management Essentials Course
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WME Chapter 5: Consumer Lending and Mortgages - Wealth Management Essentials Course
WME Chapter 4: Assessing the Client's Financial Situation - Wealth Management Essentials Course
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WME Chapter 4: Assessing the Client's Financial Situation - Wealth Management Essentials Course
WME Chapter 3: Getting to Know the Client - Wealth Management Essentials Course
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WME Chapter 3: Getting to Know the Client - Wealth Management Essentials Course
WME Chapter 2: Ethics and Wealth Management - Wealth Management Essentials Course
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WME Chapter 2: Ethics and Wealth Management - Wealth Management Essentials Course
WME Chapter 1: Wealth Management Today - Wealth Management Essentials Course
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WME Chapter 1: Wealth Management Today - Wealth Management Essentials Course
LLQP Module 1: Life Insurance | Chapter 4: Universal Life Insurance
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LLQP Module 1: Life Insurance | Chapter 4: Universal Life Insurance
LLQP Module 1: Life Insurance | Chapter 3: Whole Life & Term-100 Insurance
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LLQP Module 1: Life Insurance | Chapter 3: Whole Life & Term-100 Insurance
LLQP Module 1: Life Insurance | Chapter 2: Term Life Insurance
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LLQP Module 1: Life Insurance | Chapter 2: Term Life Insurance
LLQP Module 1: Life Insurance | Chapter 1: Introduction to Life Insurance
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LLQP Module 1: Life Insurance | Chapter 1: Introduction to Life Insurance
Conduct and Practices Handbook CPH Chapter 8: Maintaining Client Accounts and Relationships
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Conduct and Practices Handbook CPH Chapter 8: Maintaining Client Accounts and Relationships
Conduct and Practices Handbook CPH Chapter 7: Trading, Settlement and Prohibited Activities
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Conduct and Practices Handbook CPH Chapter 7: Trading, Settlement and Prohibited Activities
Conduct and Practices Handbook CPH Chapter 6: Product Due Diligence, Recommendations and Advice
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Conduct and Practices Handbook CPH Chapter 6: Product Due Diligence, Recommendations and Advice
where can I find the pdf Sir?
Finally found a helpful one, thank you!
Are you planning on taking other CSI courses and making videos on it? This series is very helpful
Jimmie Village
Carleton Cape
Haskell Prairie
Hernandez Ronald Brown Sandra Brown Thomas
Perez David Perez Cynthia Young Joseph
55610 Cassin Glen
Hall Elizabeth Clark Michelle Hernandez David
Thank you so much your video is brief and concise for studying important things !!! god bless you
John Knoll
Thankyou Jacob It was very helpful
Jenkins Freeway
Davis Michael Young Scott Hernandez Eric
Mollie Cliff
Dan Streets
Nolan Shores
91297 Quigley Pike
Jacob, you are my G!! I passed both my CPH and WME because of you!
Lee Lisa Johnson Gary Anderson Frank
Betty Motorway
Fadel Island
You helped me pass the CSC and CPH. Thank you!!! The rest of this series would be amazing to have. Thanks again, appreciate your hard work.
Is the CPH course 100% required? My friend got hired in 2021 for this role with only csc and is still working there.
An excellent review tool!
just a correction the settlement days have changed now to T+1 for securities. T-bill is still T+0
Right, securities have changed to T+1 this year
@@jacobtompkins11thank you did end up passing and your videos were superb.
Where can I learn wealth management
Now do AIS and PMT so I can follow along there too!!!! J/K, very well done Jacob, cheers and thanks for putting these up--helpful for you and helpful for us as well.
my guys finance career started at the grand exchange.. i saw that rs icon ;) love the vids !
Around the 17:00 mark you start talking about '$10,000 a month' but I think you mean per year, no? I don't know if it's worth your time to re-record, but just thought I'd note this
Are there any platform that wealth managers use in the industry? Well know software platforms? Platforms or software to management all assets, capital, etc or can you just use a regular accounting platform?
Thank you so much for all the great info. However if you can give us an example which is fabulous.
Amazing work, thank you so much :) These videos helped me.
Thank you!!!
hi, when you are going to make the other chapter series. its very informative
Thank you so much for these videos. Passed both exams and you've been a great help.
That's great, congratulations!
Hello sir how can we prepare for case studiea level 2 exams where we can get the reading material
I actually found the case study exam to be easier. If you have access to the practice exams with CSI, I would recommend doing that to prepare.
Can you help me with some practice exams if can send me an email with please
This was a difficult chapter :(
These videos are amazing, I really enjoy going through them. Any exam taking tips :)?
If you have access to the practice exams, I found that is the best way to prepare for the exam. You can then put extra focus on the chapters you find most difficult. Good luck on your exam!
Sir How to get practice test case studies
please sir enough
thanks for making all these videos! its a great tool for review and to see a different way for things to be worded/explained
Your videos are great Jacob, are you planning to make more LLQP chapter videos?
Hi Jacob Would you recommend writing exam one and two one after the other (same day or next day) or write one and then write the second one after another round of studying?
I wrote the exams on back-to-back days and would recommend doing it this way. The exams are on the same material, but just formatted a bit differently. If you're ready for exam 1 you should be ready for exam 2. Good luck!
Are these videos enough for the exam??
These videos are the most important concepts from each chapter. I would think that it is enough to at least get 60% on the exam but the videos do not include everything in the book so it would be best to review the book as well
hi Jacob, thanks for the helpful video. Did you write the exam? I was wondering if the KPMG book is also examinable.
It is also examinable, but I didn't review it as detailed as the textbooks and did fine on the exam. The KPMG book is mainly to reinforce different tax rules
Thank you Jacob for all your hard work, its helpful.
Thank you so mjch for these videos. I am prepping for my exam and I have found your videos extremely helpful.
Best of luck!
would of been amazing if you did this for the whole course. you content is the best on youtube.
Thank you for making these videos. I'm currently preparing for my exam and your videos have been so helpful.