Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu

At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

Client Debt Assessment and Management



As of January 2nd, 2020 this course will no longer be available for sale.

Effective advisors help clients find debt management solutions

Investment advisors have a tendency to focus on a client’s investment portfolio and how to maximize returns. But in today's recession-tinged climate it can be just as important to examine a client's debt profile. Advisors who focus on a client's net worth provide clients with effective debt management solutions that will help them make better investment choices. This holistic perspective enables advisors to build trust and confidence with clients as the economy and their debt loads fluctuate.

The Client Debt Assessment and Management course focuses on building client trust.

The Client Debt Assessment and Management course will teach advisors how to perform a 360 review of a client’s finances to avoid deteriorating investment gains due to heavy debt. Industry expert interviews will show students how positive emotional impacts can result from this approach, particularly in building client trust.

Who should enroll?

Client Debt Assessment and Management course is designed for students at securities firms, banks, and trust firms. This includes investment advisors, financial advisors, bank employees and students with a general interest in finance.