BSII Executive Education

Course Registration 2011

LIVE  Course Registration Instructions Below 

 


BSII Executive Education

AAFM/RSOF CWM and CTEP Designations


The Chartered Wealth Manager™ (CWM) and the Chartered Trust and Estate Planner™ (CTEP) designation courses consists of a LIVE Course held over 3 days. At the end of each course you will have earned the right to apply for the CWM and/or the CTEP designation.*

The CWM course consists 3 eight hour days of Global Estate Planning, Offshore Life Insurance, Investment Management,  Anti-money Laundering and Compliance, Offshore and Onshore Tax Strategies, Wealth Management, Family Office Services,  Prenuptial Planning for High Net Worth Individuals. The CTEP course does not include investment management but includes Trust Centered Estate Planning, Family Office Services, Wealth Transfer and Family Succession Planning.

The courses include all course materials, continental breakfast, morning coffee break, lunch and afternoon break. All other meals, travel and accommodations are not included. 


For more information, please contact us by email at: bizserv@gmail.com, or call 276-252-0633. The registration process is the same for both courses.
 

You must be pre-approved to take these courses.

You must submit a Resume or CV prior to registration to determine if you are qualified to sit for this course. If you do not have a college degree, you must have a suitable amount of experience in the financial services industry.


REGISTRATION PROCESS:

1) Submit your resume to: bizserv@gmail.com

2) Complete the on-line Registration form below

3) Pay your tuition

4) Get your student ID & Password and download your study

Students    Discount             materials.


Group Discounts


These discounts are for multiple students from the same Company or group registereing at the same time. They do not have to be from the same office. Please contact us for details.


Group Discounts


These discounts are for multiple students from the same Company or group registereing at the same time. They do not have to be from the same office. Please contact us for details.


Group Discounts


These discounts are for multiple students from the same Company or group registereing at the same time. They do not have to be from the same office. Please contact us for details.


Group Discounts


These discounts are for multiple students from the same Company or group registereing at the same time. They do not have to be from the same office. Please contact us for details.


Group Discounts


These discounts are for multiple students from the same Company or group registereing at the same time. They do not have to be from the same office. Please contact us for details.


Group Discounts


These discounts are for multiple students from the same Company or group registereing at the same time. They do not have to be from the same office. Please contact us for details.

                         Tuition Per Person          Rates After June 1, 2011


1                                              $3,495                                       $4,995

2                 5%                       $3,320                                       $4,745

3 - 5          10%                       $3,145                                       $4,495

4 - 6          15%                       $2,970                                       $4,245

7 -10         20%                       $2,795                                       $3,996


Extra Day for 2nd Certification.   $1,995.00
 


Payment Options

Solution Graphics


Pay by Credit Card, Check, Certified Checks or Money Order.

Checks, certified checks or money orders should be made payable and sent to Business Services International, Inc. for the applicable amount in U.S. DOLLARS ONLY.

Wires are accepted. Please contact us for wiring instructions.


Applications, resumes and CV's should be sent by e-mail, faxed or mailed to: Business Services International, Inc. 22 E. Church Street, Martinsville, VA 24112. * FAX - 866-768-6886.  


Please note the course you wish to take on the on-line application. Click the BUY NOW button to pay your tuition.


 RSOF Associate Fellows and Fellows            $2,995*

.
Please Register Early to Get Your Materials On-line

When submitting my registration, I understand that I must also submit a Resume or CV prior to the course to determine if I am qualified to sit for this course. If I do not qualify, my money will be refunded in full with no liability to any parties involved.


Spaces will not be held without payment. There must be a minimum class size of 10. We reserve the right to reschedule, change or cancel any course date. 


* Completing the CWM and CTEP courses allows the participant to apply for the designation. The tuition cost does not include the $300 AAFM certification fee or $200 RSOF dues.

 BSII and RSOF reserve the right to cancel or reschedule classes that are too small. Students will always have the right to attend other course dates or substitute courses.

On-Line Registration Form

First name:
Last name:
Email address:
Company:
Address 1:
Address 2:
City:
State/Province:
Zip/Postal Code:
Phone:
Country:
Home Address
Home Address2
City
State/Province
Zip/Postal Code
Country
Main Phone
Cell/Other Phone
I would like to register for:
Dates of Course(s)
Place of Course
Method of Payment
  

*Preliminary study materials and all required paperwork are sent to you upon receipt of payment. Additional materials will be distributed during the course. Registration is limited for each course to ensure maximum participation. If you cancel or can not attend this course after registration, you will be entitled to attend a future course. There will be a $250 transfer fee assessed and your tuition will be transferred to the next course date. There are no refunds. We reserve the right to change or consolidate course dates to maxamize attendance.

Upon completion of the course your paperwork will be sent to the Royal Society of Fellows and the American Academy of Financial Management for processing and you will receive your diploma and a membership certificate from each organization.

Once certified, you will be responsible for maintaining your certification by maintaining at least 15 credits of continuing education per year, maintain your membership in the RSOF ($200 annually) and the AAFM ($150 per certification). (Membership in these two organizations entitles you to substantial conference discounts as well as other member benefits). 

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Business Services International, Inc.* 22 East Church Street * Martinsville, VA 24112

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