CSI Advanced Investment Strategies study guide with topic weights, chapter and section lessons, portfolio formulas, Cheat Sheet, FAQs, and practice links.
Use this page as the main CSI Advanced Investment Strategies course guide. AIS is for advanced wealth-management and portfolio judgment: client constraints, analysis, alternatives, taxation, portfolio solutions, and investment-protection logic matter more than isolated product memorization.
Start with the weighted topics and section lessons below, then use the Cheat Sheet for formulas and final recall. Use matching 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%
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
CSI Advanced Investment Strategies chapter guide for understanding the client and the portfolio management process, with section lessons, portfolio decision cues, and review priorities.
CSI Advanced Investment Strategies study guide for wealth management and the affluent client market, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for wealth accumulation classification, age cohorts, and life stages, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for wealth transfer and accumulation transitions, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for objectives-based discovery and needs identification, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for discussing risk in discovery and marketing to wealth accumulators, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for behavioural finance, biases, and investor personality types, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for portfolio management process and asset allocation by accumulation stage, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies chapter guide for fundamental and technical analysis, with section lessons, portfolio decision cues, and review priorities.
CSI Advanced Investment Strategies study guide for economic analysis and the business cycle, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for industry analysis and sector positioning, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for company analysis, financial statements, and accounting context, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for valuation methods and resource-company analysis, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for technical analysis, charts, statistics, and sentiment, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for equity market, intermarket, and combined analysis, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies chapter guide for analyzing and selecting debt and mutual fund securities, with section lessons, portfolio decision cues, and review priorities.
CSI Advanced Investment Strategies study guide for debt security analysis and security selection, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for yield, rate risk, and fixed-income fit, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for mutual fund due diligence and manager selection, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for mutual fund structure, fees, taxation, and suitability, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies chapter guide for analysis of alternative investment products, with section lessons, portfolio decision cues, and review priorities.
CSI Advanced Investment Strategies study guide for alternative investments and asset-class framework, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for hedge fund strategies and commodities, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for real estate, infrastructure, and private markets, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for access routes, due diligence, and producer risk management, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies chapter guide for international investing and taxation, with section lessons, portfolio decision cues, and review priorities.
CSI Advanced Investment Strategies study guide for international diversification, global markets, and benchmarks, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for foreign investment vehicles, risks, and implementation skills, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for asset allocation models and international opportunity assessment, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for international taxation and double taxation concepts, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for portfolio solutions categories and client role, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for advisor role, asset allocation, and solution selection criteria, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for fee structures, tax considerations, and overlay management, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for monitoring, evaluation, and dos and don’ts, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for investment risk categories and measurement, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for diversification and hedging with options, futures, and cfds, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for choosing protection strategies and implementation limits, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies chapter guide for impediments to wealth accumulation, with section lessons, portfolio decision cues, and review priorities.
CSI Advanced Investment Strategies study guide for taxes, tax-minimization, and asset location, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for tax-efficient and inflation-sensitive investments, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for cost-efficient investing and wealth drag, with learning objectives, portfolio decision cues, and exam traps.
CSI Advanced Investment Strategies study guide for long-term tradeoffs and wealth-accumulation priorities, with learning objectives, portfolio decision cues, and exam traps.
A practical CSI Advanced Investment Strategies study plan with 30-day, 60-day, and 90-day tracks aligned to the official weighting, course-fit notes, and matching 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.