AIS — Advanced Investment Strategies (Study Hub + Practice)

Advanced Investment Strategies (AIS) focuses on portfolio-focused advice: understanding the client and risk profile, building allocations, analyzing equities and fixed income, selecting mutual funds, understanding alternatives, international investing/taxation, portfolio solutions, and protecting client investments.

Official structure (CSI): 75 multiple-choice questions, 2 hours, proctored, passing grade 60%. Source: https://www.csi.ca/en/learning/courses/ais/exam-credits

Use this hub to prep efficiently:

• Start with the Overview for scope, weightings, and what to prioritize.
• Follow the Study Plan for 30/60/90‑day prep.
• Use the Syllabus as your objective checklist.
• Use the Cheatsheet for high-yield formulas, decision tables, and terminology (glossary included).
• Train speed with Practice.

Select a section below to begin.

In this section

• AIS Cheatsheet — Formulas, Decision Tables, Checklists & Glossary
  Last-mile AIS review: client constraints + portfolio process, asset allocation, fundamental + technical analysis, bond and fund selection, alternatives, international/tax, portfolio solutions, risk protection, and wealth impediments—plus formulas and a large glossary.
• AIS FAQ — Common Questions
  Frequently asked questions for CSI Advanced Investment Strategies (AIS): structure, what to prioritize, and how to study efficiently.
• AIS Overview — What’s Tested and How to Prepare
  Overview of CSI Advanced Investment Strategies (AIS): official exam format and topic weightings, what it’s really testing, and a practical prep strategy.
• AIS Practice — Targeted Drills by Topic
  Practice AIS with topic-targeted drills mapped to the official CSI weightings and chapter syllabus.
• AIS Resources — Official CSI Links
  Official CSI sources for AIS: course overview, curriculum, and exam weightings/structure.
• AIS Study Plan (30 / 60 / 90 Days)
  A practical CSI Advanced Investment Strategies (AIS) study plan: 30-day intensive, 60-day balanced, and 90-day part-time schedules aligned to the official chapters and exam weightings.
• AIS Syllabus — Learning Objectives by Topic
  Blueprint-aligned learning objectives for CSI Advanced Investment Strategies (AIS), organized by topic with quick links to targeted practice.