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- Certificate in Financial Services Advice (CFSA)
- Certificate in Advanced Financial Advice (CAFA)
- Certificate in Advanced Investment Advice (CAIA)
- Certificate in Small Business Banking (CSBB)
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- Certificate in Derivatives Market Strategies (CDMS)
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- Certificate in Estate Planning & Trust Strategy (CETS)
- Certificate in Commercial Credit (CICC)
- Certificate in Personal Banking (CPB)
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- Micro-Certificate in Applied Behavioural Finance (MCABF)
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- Fellow of CSI (FCSI®)
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- Chartered Investment Manager (CIM®)
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- Designated Financial Services Advisor (DFSA™)
- Estate & Trust Professional (MTI®)
- CSI Path to Certified Financial Planner (CFP®)
- CSI Path to Qualified Associate Financial Planner (QAFP™)
- CSI Path to Financial Planning Program – Quebec (IQPF)
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- Personal Financial Services Advice (PFSA)
- Financial Planning I (FP I)
- Financial Planning II (FP II)
- Financial Planning Supplement (FPSU)
- Investment Advisors Training Program (IATP)
- Financial Planning Integration Course (FPIC)
- Applied Financial Planning Certification Exam (AFP)
- CIWM Certification Examination
- Life Licence Qualification Program Insurance Course (LLQP)
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CFSA: Preferred Credential for Personal Bankers
Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore Multiple Career Paths
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Meet CE Requirements Quickly and Easily
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Drive Effective Client Conversations
Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
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Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Canadian Securities Course CSC®
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Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
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Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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What is the course syllabus?
Lesson 1: Introduction to Alternative Investments
Topics covered in this chapter are:
- What are Alternative Investments?
Lesson 2: Investing in Alternatives — Benefits and Risks
Topics covered in this chapter are:
- Why Invest in Alternative Investments?
- Efficient Frontier
- Empirical Evidence
- What is Risk?
- Alternative Strategy Risk Drivers
Lesson 3: Alternative Investment Structures
Topics covered in this chapter are:
- Exempt Market Alternative Funds (Hedge Funds)
- Who can Invest in Hedge Funds?
- Hedge Fund Features
- Alternative Mutual Funds (Liquid Alts)
- Funds of Hedge (or Liquid Alts) Funds
- Closed-End Funds
- Exchange-Traded Funds (ETFs)
Lesson 4: Comparing Alternative Mutual Funds with Conventional Mutual Funds and Hedge Funds
Topics covered in this chapter are:
- Comparing Alternative Mutual Funds with Conventional Mutual Funds and Hedge Funds
Lesson 5: Alternative Investment Strategies
Topics covered in this chapter are:
- Alternative Investment Strategy Categories
- Relative Value Strategies
- Event-Driven Strategies
- Directional Strategies
- Multi-Strategy Funds
- Leveraged ETF Strategy
- Investment Strategies Most Appropriate for Alternative Mutual Funds
Lesson 6: Alternative Strategy Fund Performance Measurement
Topics covered in this chapter are:
- Risk Measures
- Performance Benchmark
Lesson 7: Due Diligence and Suitability of Alternative Strategies
Topics covered in this chapter are:
- Key Due Diligence Areas for Advisors
- A Comprehensive Due Diligence Process
- Suitability
Appendix: An Introduction to Derivatives
Topics covered in this chapter are:
- What is a Derivative?