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AIS Resources — Official CSI Links

December 14, 2025

Official CSI resources for AIS: course page, curriculum, exam credits, and current route-status checks around CIRO and CIM.

On this page

Use these CSI sources when you want the official AIS scope and current route notes rather than recycled third-party summaries. That matters more now because AIS has a current CIRO-related route note on the CSI course page.

AIS sits in a narrower advanced wealth-analysis lane than the broader WME route or the deeper discretionary portfolio-management lane. That means the official source set is most useful when you need to confirm whether AIS still fits your reason for studying it at all.

Start here

Official sources

SourceUse it for
AIS course pageOfficial course overview and the current route-status note around CIRO approval and possible CIM use.
AIS curriculumOfficial chapter map for the strategic and portfolio-oriented coverage areas.
AIS exam creditsOfficial exam structure, weighting, pass mark, and attempt limits.
CIM requirementsOfficial CSI designation-reference page if your reason for keeping AIS is CIM-related rather than CIRO approval related.

What to confirm before you book

SourceWhat to confirm
AIS course pagecurrent route note, especially the January 1, 2026 CIRO change
AIS curriculumwhether your reading order still matches the official chapter sequence
AIS exam creditscurrent question count, timing, pass mark, attempts, and weighting
CIM requirementswhether you are really using AIS for a CIM-related reason instead of a CIRO approval reason

Current route note

As of April 17, 2026, CSI says that effective January 1, 2026 AIS is no longer acceptable for the purposes of CIRO approval with an Investment Dealer. CSI also says there may be circumstances where the course may still be accepted for purposes of the CIM designation. If route fit matters to you, treat the current AIS course page and the CIRO proficiency site as the controlling sources.

Strongest review sequence

StepWhy it works
start with the course pageit tells you whether AIS is even the right route for your use case now
move to the exam-credits pageit tells you how the 75-question paper is weighted
use the curriculum page lastit gives the detailed chapter order once the route and weighting are clear
then move into exact web practicethat is the right stage to train speed on the live structure

Common weak resource habits

  • relying on AIS for CIRO Investment Dealer approval without checking the current course note
  • memorizing analysis tools without tying them to client constraints
  • treating alternatives as a separate asset-class trivia block instead of a suitability and liquidity decision
  • ignoring the difference between CIM-related use and CIRO approval use

Route-choice check

If you mainly need…Better first instinct
advanced wealth-analysis coverage short of the full PMT laneAIS
deeper discretionary portfolio-management depthPMT
a broader wealth route before the advanced laneWME Exam 1
designation-related portfolio progressionconfirm the current CIM relevance on the official CSI pages first

How to use these AIS resources

  • Use the curriculum to build your reading order and the exam-credits page to decide where review time matters most.
  • Treat the course page as the route-status source and the curriculum plus exam-credits pages as the content-planning sources.
  • Reconfirm the official CSI pages before exam week if your notes come from an older cycle or older prep provider.
  • If your real need is discretionary portfolio-management depth, compare with PMT.
  • If your real question is AIS at all?, answer that on the course page first, because the current CIRO/CIM split matters more than it did in older prep notes.
Revised on Thursday, April 23, 2026
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