Advisors continue to question CSI monopoly

Advisors continue to question CSI monopoly

3 Comments
  • Patti 2015-10-28 9:54:46 AM
    Agreed I have taken US courses which are much better prepared, less expensive and are consistent. The monopoly of not only the courses but also designation holders, the fees on holding a CIM, FCSI, CIWM have increased substantially since Moody's has taken ownership of the CSI.
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  • Russ 2015-10-28 2:09:04 PM
    I've criticized the content of WP's articles in the past, but this article is a reason to praise you. Thank you for raising this subject. The CSC, at least, should be available from multiple providers, not limited to CSI, a for-profit organization.
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  • kathy Waite Your Net Worth Manager 2015-10-29 10:38:11 AM
    You interviewed my about designations for your magazine a couple of months ago and I said exactly this....monopolies lead to apathy. Same with CFP setting themselves up as the gold standard. Someone in my family has been writing portfolio manager exams and WME recently and has noticed the same as Dans comments. The exams are also unreflective of the course work. Huge sections of the text not examined and one small area multiple questions on.
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