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CONGRESSES
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BSII Education Wealth Management Designations
Chartered Wealth Manager
Chartered Trust and Estate Planner
Chartered Portfolio Manager
Certified Private Equity Specialist
2007-2008 Charleston – London – Barbados – Southern California
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BSII Executive Education
Key Largo, FL April 24-27, 2007
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BSII Executive Education
Scottsdale, AZ November 6-11, 2006
Chartered Wealth Manager Designation Course November 7-9, 2006
Chartered Wealth Manager Designation Course November 8-12, 2006
Chartered Portfolio Manager Designation Course* November 6, 2006
Chartered Asset Manager Designation Course* November 10, 2006
Certified Private Equity Specialist Designation Course* November 11, 2006
* Held in conjunction with the CWM program.
BSII Executive Education
Annapolis, MD - Chartered Wealth Manager Designation Course October 10-12, 2006
BSII Executive Education
Annapolis, MD - Chartered Trust and Estate Planner Designation Course October 11-13, 2006
BSII Executive Education
Raleigh, NC - Chartered Wealth Manager Designation Course June 6-8
BSII Executive Education
Wilmington, NC - Chartered Trust and Estate Planner Course May 3 - 5, 2006
BSII Executive Education
Greensboro, NC - Chartered Wealth Manager Designation Course January 24-26, 2006
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BSII Executive Education
Chartered Wealth Manager Course April 30, May 1-2, 2006 Chartered Trust and Estate Planner Course May 3-5, 2006
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BSII Executive Education CWM COURSE NYC
November 4, 5 & 6, 2005
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Transfer Pricing Registration and Information
CONFERENCE: May 24th and 25th, 2005 Workshops: May 26th, 2005 Flatotel, New York, NY
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Geneva Summit (9th & 10th December 2004, Geneva) details
- 4th
Annual Conference (March 25-26 2004/Miami, FL.) details
Registration Form
- 3rd
Annual Congress (June 4-6 2003/Cayman Islands)
- 2nd
Annual Conference (Dec 4-6 2002/Miami, FL.)
- 1st
Annual Congress (May 2-4 2002/Nassau, The Bahamas)
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