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Assante Wealth Management

Welcome to the Assante Wealth Management learning resource at CSI. Learn at your convenience and at your own pace, through our practical, self-study courses and learning aids. Your organization has selected the following curriculum to meet your compliance, career development and continuing education needs.

In partnership with your firm, we have provided several learning paths which you can follow in order to reach your career goals.

Not the courses you are looking for. Please click on the Full Catalogue button below to find the course you are looking for.

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CIRO New Entrants Licensing Path - Advisors

Canadian Securities Course (CSC®:)

CSC®: Online, interactive version (PDF)

$1320 Cart11Add to cart

CSC®: Online, interactive version with hard-copy textbook

$1220 Cart12Add to cart

CSC Check

$N/A Cart13Add to cart

If you enrolled in the CSC on or after December 8, 2021, please enrol in the check product below.

Conduct and Practices Handbook (CPH)

Conduct and Practices Handbook (CPH) Online, interactive version (PDF)

$935 Cart11Add to Cart

Conduct and Practices Handbook (CPH) Online, interactive version with printed textbook

$975 Cart12Add to cart

CPH Check 2021

$N/A Cart13Add to cart

Investment Advisor Training (IAT)

Investment Advisor Training (IAT) Online, interactive version (PDF)

$N/A Cart11Add to cart

Wealth Management Essentials (WME)

Wealth Management Essentials (WME) Online, interactive version (PDF)

$1625 Cart11Add to cart

Wealth Management Essentials (WME) Online, interactive version with printed textbook

$1725 Cart12Add to cart

WME Check Online, interactive version

$195 Cart13Add to cart

CIRO New Entrants Licensing Path - Assistants/Representatives

Canadian Securities Course (CSC)

Canadian Securities Course (CSC) Online, interactive version (PDF)

$1220 Cart11Add to cart

Canadian Securities Course (CSC) Online, interactive version with printed textbook

$1320 Cart12Add to cart

CSC Check Online, interactive version

$N/A Cart13Add to cart

Conduct and Practices Handbook (CPH)

Conduct and Practices Handbook (CPH) Online, interactive version (PDF)

$935 Cart11Add to cart

Conduct and Practices Handbook (CPH) Online, interactive version with printed textbook

$975 Cart12Add to cart

CPH Check

$N/A Cart13Add to cart

Investment Representative Training (IRT)

Investment Representative Training (IRT) Online, interactive version (PDF)

$485 Cart11Add to cart

Certified Investment Manager (CIM) Designation Path - For Discretionary Portfolio Management

Advisors who wish to perform discretionary portfolio management on behalf of their clients must obtain either a CIM or CFA Designation.

Advisors who have completed the CIRO New Entrants Path need to complete only two additional courses in order to obtain the CIM Designation. *Note: only begin this path once you have completed the Canadian Securities Course and Wealth Management Essentials Course from the CIRO New Entrants Learning Path for Advisors. After completing the Advanced Investment Strategies course (AIS), you will automatically obtain a Certificate in Advanced Investment Advice

Advanced Investment Strategies (AIS)

Advanced Investment Strategies (AIS) Online, interactive version (PDF)

$925 Cart11Add to cart

Advanced Investment Strategies (AIS) Online, interactive version with printed textbook

$1000 Cart12Add to cart

AIS Check Online, interactive version

$N/A Cart13Add to cart

Portfolio Management Techniques (PMT)

Portfolio Management Techniques (PMT) Online, interactive version (PDF)

$1125 Cart11Add to cart

Portfolio Management Techniques (PMT) Online, interactive version with printed textbook

$1165 Cart12Add to cart

PMT Check Online, interactive version

$N/A Cart13Add to cart

CE Courses:

CE Compliance Program

Cycle 9

$N/A Cart11Add to cart

Investing in Bitcoin: Opportunities and Risks

Investing in Bitcoin: Opportunities and Risks

$140 Cart11Add to cart