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

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.

Advanced Investment Advice Certificate banner

Certificate in Advanced Investment Advice

Enrolment Options

Get your Advanced Investment Advice Certificate by completing one of the path options below. There are three different paths that you can choose from to achieve the Certificate in Advanced Investment Advice.

Option 1 – Complete the following courses to get your Certificate in Advanced Investment Advice

Option 3: To complete this path, you must already hold a PFP or CFP designation

* Subject to change.
** Please note that if you have enrolled in or completed a course that is included in the Enrol by Program option, you are unable to purchase the Program.