Investment Strategies For High Net Worth Clients (ISHW)

CE Finder Tool

Explore courses to fulfill your continuing education requirements.

Get Started

Enrolment Period: 1 Year

What Continuing Education (CE) credits will you earn?

- Course Level Accreditation -
AccreditationCredits
CSF - General Subjects 10
CSF - Mutual Funds10
IQPF - SFPA15
MFDA - Professional Development20
Alternative Assets and Private Equity
AccreditationCredits
CFA Institute - CFA - PD3
CFP - Product Knowledge 3
CIM - CIM Professional development3
PFP - PFP Professional development3
QAFP - Product Knowledge 3
Alternative Strategies: Hedge Funds and Liquid Alts
AccreditationCredits
CFA Institute - CFA - PD6
CFA Institute - CIPM6
CFP - Product Knowledge 6
CIM - CIM Professional development6
CIWM - CIWM Professional development6
FSRA - Life Insurance3
ICBC - Life Insurance3
ICM - Life Insurance3
ICS - Life Insurance3
MTI - MTI6
PFP - PFP Professional development6
QAFP - Product Knowledge 6
Exempt Securities Market
AccreditationCredits
CFA Institute - CFA - PD1.5
CFP - Product Knowledge 1.5
CIM - CIM Professional development1.5
IIROC - Professional Development1.5
MFDA - Professional Development1.5
PFP - PFP Professional development1.5
QAFP - Product Knowledge 1.5
Impediments to Wealth Accumulation
AccreditationCredits
AIC - Life Insurance2
CFA Institute - CFA - PD2
CFP - Product Knowledge 2
CIM - CIM Professional development2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICS - Life Insurance2
IIROC - Professional Development2
MFDA - Professional Development2
PFP - PFP Professional development2
QAFP - Product Knowledge 2
International Investing
AccreditationCredits
CFA Institute - CFA - PD1.25
CFP - Product Knowledge 1.25
CIM - CIM Professional development1.25
IIROC - Professional Development1.5
MFDA - Professional Development1.5
PFP - PFP Professional development1.25
QAFP - Product Knowledge 1.25
Managing Your Client's Investment Risk
AccreditationCredits
CFA Institute - CFA - PD3.5
CFP - Product Knowledge 3.5
CIM - CIM Professional development3.5
IIROC - Professional Development3.5
MFDA - Professional Development3.5
PFP - PFP Professional development3.5
QAFP - Product Knowledge 3.5
Portfolio Solutions
AccreditationCredits
CFA Institute - CFA - PD2.5
CFP - Product Knowledge 2.5
CIM - CIM Professional development2.5
IIROC - Professional Development2.5
MFDA - Professional Development2.5
PFP - PFP Professional development2.5
QAFP - Product Knowledge 2.5

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 charts above may be subject to change.

What is the quiz structure?

Structure Information
Tests 1 Per Module
Test Format Online
Test Length May vary – typically 20 to 30 questions
Question Format Multiple Choice
Attempts Allowed Per Exam 3
Passing Grade 70%