Advanced Investment Strategies (AIS)
Issued by
Canadian Securities Institute
This digital credential indicates that the individual has completed the Advanced Investment Strategies (AIS) course. Completing this course will equip them with the knowledge needed to serve the growing number of affluent clients better. They will also possess the skills required to identify client lifestyle expectation, conduct investment product due-diligence, determine risk tolerance, manage high net worth client portfolios, and create tax minimization strategies.
Additional DetailsSkills
Earning Criteria
Standards
Investment Industry Regulatory Organization of Canada (IIROC) is the national self-regulatory organization which oversees all investment dealers and trading activity on debt and equity markets in Canada. Those who complete this course are able to meet IIROC's proficiency requirements.