WME Chapter 3: Getting to Know the Client - Wealth Management Essentials Course
In this video I will be doing a chapter review for chapter 3 of the Wealth Management Essentials Course (WME). This chapter is all about getting to know the client.
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: https://youtube.com/playlist?list=PLqyhnaJWa10eUm6BMTDfmeKQmGVtQ8IYh&si=YbxkmZN8JZ7s6s4c
#stockmarket #stocks #finance #financialplanning #investing #JacobTompkins #CanadianInvestor
#stockmarket #stocks #finance #financialplanning #investing #JacobTompkins #CanadianInvestor
Видео WME Chapter 3: Getting to Know the Client - Wealth Management Essentials Course канала Jacob Tompkins
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: https://youtube.com/playlist?list=PLqyhnaJWa10eUm6BMTDfmeKQmGVtQ8IYh&si=YbxkmZN8JZ7s6s4c
#stockmarket #stocks #finance #financialplanning #investing #JacobTompkins #CanadianInvestor
#stockmarket #stocks #finance #financialplanning #investing #JacobTompkins #CanadianInvestor
Видео WME Chapter 3: Getting to Know the Client - Wealth Management Essentials Course канала Jacob Tompkins
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