Study guide hub for CSI Advanced Investment Strategies (AIS) with current structure, weighting, route-fit notes, and exact web practice.
Use this page as the main guide home for the CSI Advanced Investment Strategies course on SecuritiesMastery.com. AIS is the advanced wealth-management and portfolio-judgment lane: client constraints, analysis, alternatives, taxation, portfolio solutions, and investment-protection logic matter more than isolated product memorization.
Use exact web practice when you want timed mixed review, current progress tracking on Web, and a cleaner handoff from reading into exam-mode repetition.
Understanding the Client and the Portfolio Management Process at 19%, then Fundamental and Technical Analysis at 15%
Exact practice status
full exam-specific web practice is live
Current route note
as of April 13, 2026, CSI says that effective January 1, 2026 AIS is no longer acceptable for CIRO approval with an Investment Dealer, though CSI also notes there may be circumstances where AIS is accepted for the CIM designation
Where AIS fits
If the candidate mainly needs…
Better first instinct
advanced wealth-management and portfolio judgment for advisers or planners
AIS
institutional or discretionary portfolio management with stronger operating-model depth
A practical CSI Advanced Investment Strategies study plan with 30-day, 60-day, and 90-day tracks aligned to the official weighting, route-fit notes, and exact web practice.
High-yield AIS review: client constraints and portfolio process, asset allocation, analysis, debt and fund selection, alternatives, international and tax effects, portfolio solutions, and wealth protection.