Advanced Investment Strategies (AIS)
Free 20-question AIS practice test — start below.
Question 1
About this exam
Advanced Investment Strategies (AIS)
Advanced portfolio strategy, alternatives, derivatives, and high-level client allocation decisions.
Exam syllabus
What AIS candidates need to cover
AIS tends to reward candidates who can connect allocation decisions, alternatives, derivatives, and client suitability instead of treating each chapter as a silo.
Strategic asset allocation and policy design
Alternatives, structured products, and portfolio role
Derivative use, hedging, and payoff trade-offs
Tax-aware portfolio construction for client scenarios
Performance measurement and portfolio review
Behavioural finance and advanced suitability judgment
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