Click this button to login to my csi Click this button to logout of my csi Click this button to get our contact information Français A A A Click this button to access your shopping cart 0
Welcome
Access Online Courses
To search CSI please enter your search query and press this button
Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu
  1. ABOUT CSI

    1. CORPORATE PROFILE

      1. About CSI
      2. Media Room
      3. Partners
    2. CAREERS

      1. Opportunities
    3. RESOURCES

      1. Webinar Series
      2. Resources Hub
      3. CSI Podium
    4. LEARNING SOLUTIONS

      1. Licensing Courses
      2. Designations
      3. Post-Secondary Students
      4. Newcomers To Canada
      5. Corporate Solutions
    5. Insiders Guide
    6. FacebookTwitterlinkedinyouTube
  2. THE CSC & IFC

    1. CSC®

      1. About the CSC®
      2. Careemap / Job Finder Tool
      3. Enrol Now
      4. CSC® Review Webinars
    2. IFC

      1. About the IFC
      2. Enrol Now
    3. ARE YOU:

    4. Visit the CSI Career Map
    5. CSI Career map
  3. OUR COURSES

    1. AREAS

      1. Retail Banking
      2. Financial Planning and Insurance
      3. Investment Management
        and Trading
      4. Wealth Management & Private Banking
      5. Business Banking
      6. Leadership, Management & Compliance
    2. CE COURSES

      1. Online
      2. CE Finder Tool
      3. CE Tracker Tool
      4. CE Credits
        National/Provincial
    3. STUDY TOOLS

      1. Bundle & Save
    4. PREVIOUSLY OFFERED PRODUCTS

      1. Previously Offered Courses
      2. Previously Granted Credentials
    5. CERTIFICATION EXAMS

      1. Apply Here
      2. Frames
    6. our complete course cataloge
    7. Insiders Guide
    8. Bundle and Save with the CSC
  4. DESIGNATIONS & CREDENTIALS

    1. BUSINESS BANKING

      1. Certificate in Commercial Credit
      2. Certificate in Small Business Banking
    2. FINANCIAL PLANNING

      1. Certificate in Advanced Mutual Funds Advice
      2. Certificate in Advanced Financial Advice
      3. Certificate in Financial Services Advice
      4. Certificate in Personal Banking
      5. Personal Financial Planner (PFP®) designation
    3. INVESTMENT MANAGEMENT & TRADING

      1. Certificate in Advanced Investment Advice
      2. Certificate in Advanced Mutual Funds Advice
      3. Certificate in Derivatives Market Strategies
      4. Certificate in Equity Trading and Sales
      5. Certificate in Fixed Income Trading and Sales
      6. Certificate in Investment Dealer Compliance
      7. Certificate in Technical Analysis
      8. Chartered Investment Manager (CIM)® designation
      9. Fellow of CSI (FCSI®)
    4. LEADERSHIP, MANAGEMENT & COMPLIANCE

      1. Certificate in Banking Management
      2. Certificate in Investment Dealer Compliance
      3. Fellow of CSI (FCSI®)
    5. RETAIL BANKING

      1. Certificate in Banking Management
      2. Certificate in Financial Services Advice
      3. Certificate in Personal Banking
      4. Personal Financial Planner (PFP®) designation
    6. WEALTH MANAGEMENT

      1. Certificate in Advanced Investment Advice
      2. Certificate in Estate Planning and Trust Strategy
      3. Certificate in Retirement Strategy
      4. Certified International Wealth Manager (CIWM) designation
      5. MTI – Estate and Trust Professional®
  5. CORPORATE SOLUTIONS
      1. Home
      2. How We Work
      3. Specialisation
      4. Meet the Team
    1. Client Focused Reforms
  6. SUPPORT & EXAMS

    1. NEW STUDENTS

      1. Career Map & Job Finder Tool
      2. New Student Orientation
      3. Bundle & Save on Study Tools
    2. CURRENT STUDENTS

      1. All About Exams
      2. CSI Student Policies
      3. Accessibility Policies
    3. ADDITIONAL INFORMATION

      1. FAQs
      2. Fees
      3. Forms

At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19.

Grow your wealth by helping others grow theirs

Wealth Management & Private Banking Courses

Wealth management. It’s a field that conjures up countless images from movers and shakers to tired sales stereotypes. But what is the REAL Wealth Management sector in Canada all about?

Let’s cut straight to the chase. The number of high net worth clients in Canada is projected to double in the next decade.

From Private wealth management, to Private Investment Counsel Firms, Full Service Brokerages and beyond – the sector is bringing its top players to bear to service a high demand and high return clientele.

If you’re a cut above, and want to work with Canada’s game-changers, decision makers, and up-and-comers… there’s no better place in financial services to be.

Career Success Factors

Career Success Factors

Wealth Management in Canada

Wealth Management in Canada

Learn More About
Industry Roles

Chief Compliance Officer Private Banker
Compliance Officer Wealth Manager
Investment Dealer Branch Manager Investment Representative
Investment Dealer Branch Manager Investment Advisor
Market Risk Managers Financial Planner
Chief Financial Officer Trust & Estate Specialist

 

Courses

Wealth Management

  • Canadian Securities Course (CSC)
  • Conduct and Practices Handbook Course (CPH)
  • Wealth Management Essentials (WME)
  • WME for Financial Planners
  • WME for Investment Managers
  • WME for Wealth Managers
  • Advanced Investment Strategies (AIS)
  • Dealing With Special High Net Worth Client Situations
  • Estate Planning For High Net Worth
  • Practice Management For High Net Worth
  • Retirement Planning For High Net Worth
  • Investment Strategies For High Net Worth
  • Strategic Wealth 360
  • Enhancing Client Relationships – CRM Phase 2

Estate and Trust Management

  • Estate and Trust Administration (ETA)
  • Estate and Trust Asset Management (ETM)
  • Taxation Considerations for Estates and Trusts (TET)
  • Laws of Estates and Trusts (LET)
  • Ethics and the Client Experience - Estates and Trusts (ECE)
  • Case Application Examination (537)

Learn More About
Credentials

Learn more about credentials

What's New

What's New

  • CE Cycle 9
  • CE Tracker Tool
  • Investing in Inflationary Times
  • CE Finder Tool
  • Investment Dealer Supervisors Course (IDSC)

Top Courses

Top Courses

  • Canadian Securities Course (CSC®)
  • Investments Funds In Canada (IFC)
  • Personal Financial Services Advice
  • Wealth Management Essentials
  • Derivatives Fundamentals Course

Find Courses

Find a Course

  • Course By Area
  • Course By Licensing
  • Course Index
  • Course By Career Map
  • Course By CE Finder Tool

Corporate Solutions

Learning Solutions

  • CSI Podium
  • Corporate Solutions
  • Post-Secondary Students
  • Newcomers to Canada
  • Resources Hub
  • Career Map
Entrust SSL Certificate

ABOUT CSI | THE CSC & IFC | OUR COURSES | DESIGNATIONS & CERTIFICATES | CORPORATE SOLUTIONS | SUPPORT & EXAMS
Privacy Policy | Terms of Use | Cookie Notice | Sitemap | © , Moody's Analytics Global Education (Canada), Inc. | 20.01.03.mkt 2020-06-12