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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