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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

Expand your knowledge of portfolio management and tax planning strategies. Learn about the yield curve, derivatives, portfolio risk-return, financial markets, segregated funds, and also tax implications of residency, income splitting, attribution rules, and the taxation of trusts and businesses. In this course, you will also learn how to organize, evaluate and analyze the client’s financial information to design and implement a comprehensive financial plan.

Who should enrol?

You should enroll in the Investment and Tax Planning course if you:

  • Are an advisor who wishes to acquire knowledge in investments and taxation to complement your current role
  • Are a professional working toward obtaining financial planning credentials
  • Have experience in the financial services field and are looking to further advance your career in financial planning by pursuing the Quebec financial planning designation, Fin.Pl

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