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

Application to enrol in the Strategic Wealth 360


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Step 1 of 3

First Name:      Last Name:

Experience Verification

All students applying to the Strategic Wealth 360 are subject to the following work experience requirements:

  • Must have at least three years work experience in a retail advisory role, specific to wealth management. (CSI recommends 5 years wealth management experience)

I attest that I meet the above stated work experience requirements. I am aware that I am subject to an audit performed by CSI to verify my experience.

I have years wealth management experience.

Please provide a brief outline of your relevant work experience including, job title, dates, and a brief job description.

Course Selection

*Required Field
Step 2 of 3

Enrolling in the Strategic Wealth 360 is a two-step process:

  1. Enrol in the Strategic Wealth 360 course. (See checkbox below.)

  2. Select a Monthly Session

After your enrolment in the Strategic Wealth 360 course is processed, you will receive an email with a link that will allow you to select the Monthly Session of your choice. Note that no payment will be required. (Please view the Schedule now.)

Enrol Now in the Strategic Wealth 360 course $1295.00

Please take a moment to review CSI's policies

*Required Field
Step 3 of 3

Please review the Policies for CSI Students and The Strategic Wealth 360 Policies.

Privacy Policy

I have read and agree to abide by the rules, regulations, policies and experience requirements.