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.
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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 IIROC 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 IIROC New Entrants Learning Path for Advisors. After completing the Advanced Investment Strategies course (AIS), you will automatically obtain a Certificate in Advanced Investment Advice