CSI will be performing maintenance on June 22nd from 7:00 PM to 12:00 AM EST. Exam scheduling will be unavailable. Existing exam bookings will not be impacted. Please do not submit support tickets for scheduling issues during this time.

What credential does this course lead to?

What careers does this course lead to?

  • Mutual Fund Advisor
  • Financial Advisor
  • Financial Planner

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Depending on the level of financial experience, our comprehensive Career Map can help guide you through the financial areas that will suit you best.

You can search by courses, credentials, or careers to better your understanding of the financial marketplace and navigate it successfully.