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Home: Credentials: Certificate in Advanced Investment Advice

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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
Canadian
Securities
Course® (CSC)
+
Wealth
Management
Essentials
+
Advanced
Investment
Strategies
Option 2
Canadian
Securities
Course® (CSC)
+
Investment
Management
Techniques
+
Fundamentals
of Financial
Planning
Option 3: To complete this path, you must already hold a PFP or CFP designation
Canadian
Securities
Course®
+
Investment
Management
Techniques

* 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.

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