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

Portfolio Theory, Asset Allocation and Performance Measurement


This course takes you through the principles of modern portfolio theory and the benefits of diversification and drafting an optimal asset mix for investors. You'll get an overview of the mechanism and merits of using active investment strategies in the quest for additional returns, by both individual and professional investors. Finally, you'll learn the detailed process of measuring and evaluating investment performance that can help attribute the source of any active "added value."