Investment Strategies for High Net Worth Clients
Issued by
Canadian Securities Institute
This digital credential indicates that the individual has completed the Investment Strategies for High Net Worth Clients course and earned a micro-certificate. Completing this course validates that they can deliver investment advice to affluent clients. They will have an in-depth understanding of various financial instruments, including liquid alternative funds, hedge funds, different private equity structures, exempt market securities and investment opportunities across international markets.
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