The world of investing is becoming increasingly complex. As well, more people than ever are near or transitioning into retirement and as a result have little tolerance for financial risk. To deal with complexity and risk in the world of investments more and more Canadians, particularly affluent ones, are seeking out the expertise of certified wealth managers to help them grow, protect and distribute their assets to meet their desired retirement lifestyle.
The AIS prepares Investment Advisors and Financial Planners for a successful career in Wealth Management. Specifically, the AIS will equip individuals with the knowledge needed to better serve the growing number of affluent clients.
Leads to CIWM® Designation
The AIS is a required component of CSI's industry-leading wealth management credential, the Certified International Wealth Manager (CIWM) designation.
Who Should Enrol
The AIS course is designed for individuals with experience in financial services advisory professions such as: investment advisors, financial advisors, financial planners and life insurance specialists, working within a securities firm, bank, or a financial planning organization.
These individuals have likely completed either the Wealth Management Essentials (WME) course , Professional Financial Planning Course (PFPC), Financial Management Advisors (FMA) designation, Personal Financial Planner (PFP®) designation, or the Certified Financial Planner (CFP) designation, and are looking to advance their career in wealth management.