Français A A A

Click this button to access your shopping cart

At CSI, the well-being of our valued learners and staff is our highest priority. Given the seriousness of the COVID-19, we suspended all in-person exams in Canada and internationally effective March 16, 2020. We have been monitoring the information from the government and local health authorities, and planning a reopening of some of our exam locations. Click here for more information.

Dealing with High Net Worth Clients Program

Learners can purchase only one course on the topic they are interested in (and stop there if they like), buy courses one by one or choose to buy multiple courses or the complete program at one time as they work their way to the CIWM. Learners choosing the latter option will earn significant discounts as shown in the following table:

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

Dealing With Special High Net Worth Client Program		IIROC CE PD Credits
Dealing With Special High Net Worth Client Situations	$350.00	24
Estate Planning For High Net Worth Clients	$350.00	20
Investment Strategies For High Net Worth Clients	$350.00	20
Practice Management in High Net Worth Segment	$350.00	10
Retirement Planning For High Net Worth Clients	$350.00	20

Dealing with High Net Worth Clients Program

What's New

Top Courses

Find a Course

Corporate Solutions