Agreed. I’ve taken a few CSI exams, they test you on the dumbest material that doesn’t help produce any better people in the industry. If anything it gives them a skewed sense of what is important and ruins it even further. CSI sucks.
I’ve taken the CSC and Investment Management Techniques through CSI. They were both so terrible that I told my boss I wasn’t going to do the CIM because it added zero value for me. I got the feeling that CSI courses are for the Investors Group/Edward Jones type people that want to be able to say “Hey, I’m a Certified Investment Manager!” to sound like you know what you’re talking about.
^ that’s pretty much it. And since there is so much turnover amongst financial advisors, CSI is able to charge a ton for these courses. I always chuckle when I pass by the financial advisor’s office at my bank and see his IFIC certificate hanging proudly on the wall.
i’ve taken plenty b/c i’ve had to. csc, cph, wme, derivatives, options, futures. all are very very bad and required no studying. series 7 and series 65 are slightly less bad but very close.
just take the CMT exams if you want to learn about TA.
i took it, it was really straightforward, i didn’t find it useless it was a good refresher on my basic TA knowledge, took a weekend to study for it and it gives CMT lvl 1 exemption