Financial Services Institute 1.1

8.81 MB
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Publisher Description

Partnership: Because our future depends on it. That s the theme of the FSI 2012 OneVoice Broker-Dealer Conference in Orlando the one conference you cannot afford to miss.

The CEO as risk manager. The new discussion with clients on suitability. The increasingly competitive marketplace requiring a holistic wealth management approach for financial advice. The FINRA audit from an operational perspective. The cloud and whether your CRM and portfolio management should be in it. The way to capitalize on the fiduciary movement. And 18 other must-know points of leadership for the world of today s independent broker-dealer and financial services firm executive. When partners share knowledge, best practices, innovative ideas and solution-oriented dialogue, you know you re at OneVoice.

Requires iOSĀ 3.2 or later. Compatible with iPhone, iPad, and iPod touch.

Financial Services Institute is a free software application from the Reference Tools subcategory, part of the Education category. The app is currently available in English and it was last updated on 2011-11-04. The program can be installed on iOS.

Financial Services Institute (version 1.1) has a file size of 8.81 MB and is available for download from our website. Just click the green Download button above to start. Until now the program was downloaded 0 times. We already checked that the download link to be safe, however for your own protection we recommend that you scan the downloaded software with your antivirus.

Program Details


Released Date 2011-11-04
Languages English


Category Education
Subcategory Reference Tools

System requirements

Operating systems ios

Download information

File size 8.81 MB
Total downloads 0


License model Free
Price N/A

Version History

Here you can find the changelog of Financial Services Institute since it was posted on our website on 2016-10-15. The latest version is 1.1 and it was updated on on 2018-03-28. See below the changes in each version:

version 1.1

posted on 2011-11-04

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Release Date: 2011-11-04
Operating System: ios
Type: Free