Advanced Investment Strategies (AIS)

Hours of study: 60 – 80 Hours

Enrolment Period: 1 Year

What Continuing Education (CE) credits will you earn?

AccreditationCredits
CFP Financial Planning30
PFP PFP Professional development15
CIM CIM Professional development30
MTI MTI15
ADVOCIS Structured Learning CE45
ICM Life Insurance5
ICBC Life Insurance5
ICS Life Insurance5
FSRA Life Insurance5
CSF General Subjects 10
CSF Mutual Funds10
QAFP Financial Planning30
IIROC Professional Development20
CFA Institute CFA - PD20

View CE credits for all CSI courses and all associations.

While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the chart may be subject to change.

What is the AIS exam weighting?

Exam Topics Weightings
Understanding the Client and the Portfolio Management Process 19%
Fundamental and Technical Analysis 15%
Analyzing and Selecting Debt and Mutual Fund Securities 12%
Analysis of Alternative Investment Products 13%
International Investing and Taxation 11%
Portfolio Solutions Fundamentals 12%
Protecting Client’s Investments 9%
Impediments to Wealth Accumulation 9%

What is the AIS exam structure?

Structure Information
Exams 1
Exam Format Proctored (remote or in-person at a test centre)
Exam Duration 2 hours
Question Format Multiple-choice
Questions Per Exam 75
Attempts Allowed Per Exam 3
Passing Grade 60%
Assignments None