Certificate in Estate Planning and Trust Strategies
2013 - 2014
University of Alberta
Bachelor of Arts ( Political Science)
1994 - 1999
Canadian Securities Institute
2001 - 2001
Institute of Canadian Bankers
Branch Compliance Officer Course
2006 - 2006
Canadian Securities Institute
Canadian Insurance Course
2011 - 2011
Paul Kane
High School Diploma
1991 - 1994
Fsci Kevin Monk's Skills
Certified Financial Planner
Wealth Management
Mutual Funds
Investments
Retirement Planning
Retirement
Strategic Financial Planning
Investment Advisory
Financial Advisory
Personal Finance
Fsci Kevin Monk's Summary
Fsci Kevin Monk, based in Edmonton, Alberta, Canada, is currently a Branch Manager at Servus Credit Union, bringing experience from previous roles at Servus Credit Union and Department of National Defence. Fsci Kevin Monk holds a 2013 - 2014 Certificate in Estate Planning and Trust Strategies @ Canadian Securities Institute. With a robust skill set that includes Certified Financial Planner, Wealth Management, Mutual Funds, Investments, Retirement Planning and more, Fsci Kevin Monk contributes valuable insights to the industry. Fsci Kevin Monk has 1 email on RocketReach.