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 Mock Exams & Practice Exam Questions | CSI Advanced Investment Strategies
  AIS mock exams and practice exam questions for CSI Advanced Investment Strategies. Timed practice sets and detailed explanations in the FINRA Exam Prep app (web, iOS, Android).
• 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.