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CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

About

On January 3, 2019, the Canadian investment universe changed with the introduction of Alternative Mutual Funds (aka Liquid Alts). These funds, relative to regular mutual funds, are allowed greater use of leverage and increased flexibility to short-sell and use derivatives (among other things). Unlike Hedge Funds, they can be sold to retail investors. The Alternative Strategies: Hedge Funds and Liquid Alts Course is designed to provide learners with the features, benefits, and risks of alternative strategies. The course will also cover the differences between the two main structures within which to access these strategies: Exempt Market Alternative Funds (i.e. Hedge Funds) and Alternative Mutual Funds. This course has been designed to meet regulatory Know Your Product (KYP) guidelines and has multi-jurisdictional CE accreditations for professional development.

Who should enrol?

This online course is designed for CIRO licensed Investment Advisors and Representatives who are planning on dealing in Alternative Mutual Funds with retail clients. It is also recommended for supervisors of all sales staff selling this investment product. As the course has multi-jurisdictional continuing education accreditation, it will also be of interest to those seeking CE credits.

We recommend Mutual Fund Representatives and those supervising them to take the Hedge Funds and Liquid Alternatives for Mutual Fund Representative Course to meet the regulatory proficiency requirement to deal in liquid alternatives.