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”.

This course is part of the CIWM designation path. You have an option of purchasing this individual course or multiple courses in bundles to work your way through the CIWM path. If you choose to buy multiple courses at one time, the following discount structure is applied:

Number of Courses Price per Course Discount Amount to be paid
1 $350 0% $350
2 $350 10% $630
3 $350 15% $892
4 $350 20% $1120
5 $350 30% $1225

Course Enrolment

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Retirement Planning For High Net Worth Clients

Study online through a computer, tablet or mobile. This course leads to 24 CIRO CE PD Credits.

Dealing With Special High Net Worth Client Situations

Study online through a computer, tablet or mobile. This course leads to 24 CIRO CE PD Credits.

Estate Planning For High Net Worth Clients

Study online through a computer, tablet or mobile. This course leads to 24 CIRO CE PD Credits.

Investment Strategies For High Net Worth Clients

Study online through a computer, tablet or mobile. This course leads to 24 CIRO CE PD Credits.

Practice Management In High Net Worth Segment

Study online through a computer, tablet or mobile. This course leads to 24 CIRO CE PD Credits.

Note: The discounted price will be visible during check-out.

Get additional information on all the courses within the Dealing with High Net Worth Clients Program.

Use CIWM Learning Path Tool to help you determine the course(s) you need to complete to get the CIWM designation.