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.


Managing the wealth of affluent clients requires the advisor to have a unique set of specialized competencies. This new modular Wealth Management program provides advisors with the knowledge and skills to help clients accumulate, protect, convert and transfer the wealth of high net worth clients. The modular aspect of the program allows advisors to pick and choose topics most relevant to their interests and needs. In addition, advisors can:

What is the path to the Dealing with High Net Worth Clients Program?

The Dealing with High Net Worth Clients Program consists of the following five courses covering the major competencies of a wealth manager who deals with high net worth clients: