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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.

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Certificate in Advanced Investment Advice

Are you looking to go beyond the basic licensing requirements to deepen your knowledge and grow your book by delivering superior client returns? If so, the Certificate in Advanced Investment Advice is right for you. This certificate helps advisors stand out in a highly competitive industry, puts advanced and practical advisory knowledge in their hands, and is a stepping stone to the CIWM or CIM® designation.

YOU WILL DEVELOP

An understanding of investor personality types and their behaviours. Deeper knowledge of traditional and non-traditional investment products. Practical tools to evaluate the advantages, disadvantages and methods of international investing.
Skills to better manage client risk.

LEARNING PATHWAY

Option 1:

CAIA Path wme CIM CIWM

 

Option 2:

CAIA Path IMT CFP CIM CIWM CAIA

 

Option 3:

CAIA Path CFP IMT CAIA CFP CIM CIWM PFP

 

IMPORTANT: In addition to the Investment Management Techniques course, individuals seeking the Certificate in Advanced Investment Advice must complete one of the following: Professional Financial Planning Course or Personal Financial Planner® or Certified Financial Planner® designations. Please note the PFPC® , PFP® and CFP® are NOT required for the CIM® designation, only for the Certificate in Advanced Investment Advice. For more information on work experience requirements, click here.
* The Certificate in Advanced Investment Advice is not required to attain the CIM® designation.

Students can also achieve the Certificate in Advanced Investment Advice by completing the Canadian Securities Course (CSC) + Professional Financial Planning Course (PFPC) + Investment Management Techniques (IMT) course.

*External Designation Recognitions are subject to CSI's External Designation Recognition policy and fee.

NOTICE – 5 YEAR RULE: The educational path must be completed not more than 5 years prior to being granted the certificate. If an individual has exceeded the 5 year time line, completion of the highest level requirement in the educational path (or equivalent) will be required prior to being granted the certificate.

LEADS TO CAREERS SUCH AS:

  • Investment Advisor
  • Financial Advisor
  • Senior Investment Advisor