Canadian Securities Institute, Moody's Analytics Training & Certification Services
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At CSI, the well-being of our valued learners and employees is our highest priority. Given the seriousness of the COVID-19 (Coronavirus) and the danger of contagion, effective March 16, 2020, we have suspended all in-person exams in Canada and internationally until further notice. Click here to read more about the precautionary actions we are taking during these difficult times.

Strategic Wealth 360®



The SW360 is no longer available for sale. This course is replaced by the CIWM Certification Examination.

Strategic Wealth 360®
Ten-week program including case materials, client interview, and oral presentation