WME Chapter 4: Assessing the Client's Financial Situation - Wealth Management Essentials Course

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  • Опубліковано 26 гру 2024

КОМЕНТАРІ • 4

  • @mattrocks1283
    @mattrocks1283 11 місяців тому +1

    4:16 you put the previous slide in this section. can u update slide with what you are taking about

  • @VishalAggarwal-ip4hb
    @VishalAggarwal-ip4hb 8 місяців тому

    Hello sir how can we prepare for case studiea level 2 exams where we can get the reading material

    • @jacobtompkins11
      @jacobtompkins11  7 місяців тому

      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.

    • @VishalAggarwal-ip4hb
      @VishalAggarwal-ip4hb 7 місяців тому

      Can you help me with some practice exams if can send me an email with please