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Welcome to the CI Investments Professional Development site.

This site covers many topics and trends that are relevant to an advisor's practice. It also provides presentations and tools to help you develop your business and realize your potential.

The three development areas listed below will help an advisor achieve the highest level of success. Each of these areas contains presentations and tools on a variety of topics. Click on any one to find out more.

For a complete list of the CE credits available, please click on the CE Credits tab above.

This site will be continuously updated with additional resources. We welcome your feedback and suggestions for topics you would like to see here in the future. Please submit your ideas using the Contact Us button.

Please note: The letters in brackets next to each presentation or tool represent its code which can be used to identify the connection between presentations and specific tools.


This section focuses on business management strategies that will help advisors achieve their business goals through all lifecycle stages of a practice: building, sustaining and transitioning. » This section focuses on client strategies to help advisors build deeper relationships and educate clients on financial matters. » This section focuses on professional development strategies that will help advisors increase their knowledge, skills and financial leadership capabilities. »
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