CSI will be performing system maintenance on Saturday April 13th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

About

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: