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

At CSI, the well-being of our valued learners and staff is our highest priority. Click here for more information on our response to COVID-19 and booking your exam.

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.