- Learning
- Canadian Securities Course (CSC®)
- Investment Funds in Canada (IFC)
- Conduct and Practices Handbook Course (CPH®)
- Wealth Management Essentials (WME®)
- Derivatives Fundamentals and Options Licensing Course (DFOL)
- Investment Management Techniques (IMT®)
- Advanced Investment Strategies (AIS)
- Portfolio Management Techniques (PMT®)
- Partners, Directors and Senior Officers Course (PDO)
- Branch Compliance Officer's Course (BCO)
- Investment Dealer Supervisors Course (IDSC)
- Chief Compliance Officers Qualifying Examination (CCO)
- Derivatives Fundamentals Course (DFC)
- Trader Training Course (TTC)
- Options Supervisors Course (OPSC)
- Futures Licensing Course (FLC)
- Options Licensing Course (OLC)
- Chief Financial Officers Qualifying Examination (CFO)
- Canadian Commodity Supervisors Exam (CCSE)
- Licensing & Regulatory Organizations
- Certificate in Financial Services Advice (CFSA)
- Certificate in Advanced Financial Advice (CAFA)
- Certificate in Advanced Investment Advice
- Certificate in Technical Analysis (CITA)
- Certificate in Investment Dealer Compliance (CIDC)
- Certificate in Derivatives Market Strategies (CDMS)
- Certificate in Retirement Strategy (CRS)
- Certificate in Estate Planning & Trust Strategy (CETS)
- Certificate in Personal Banking (CPB)
- Certificate In Bank Management (CBM)
- Micro-Certificate in Alternative Investments (MCAI)
- Micro-Certificate in Applied Behavioural Finance (MCABF)
- View All Certificate Pathways
- Fellow of CSI (FCSI®)
- Personal Financial Planner (PFP®)
- Chartered Investment Manager (CIM®)
- Certified International Wealth Manager (CIWM)
- Designated Financial Services Advisor (DFSA™)
- Estate & Trust Professional (MTI®)
- CSI Path to Certified Financial Planner (CFP®)
- CSI Path to Qualified Associate Financial Planner (QAFP™)
- CSI Path to Financial Planning Program – Quebec (IPF)
- View All Designation Pathways
- Personal Financial Services Advice (PFSA)
- Financial Planning I (FP I)
- Financial Planning II (FP II)
- Financial Planning Supplement (FPSU)
- Investment Advisors Training Program (IATP)
- Financial Planning Integration Course (FPIC)
- Applied Financial Planning Certification Exam (AFP)
- CIWM Certification Examination
- Life Licence Qualification Program Insurance Course (LLQP)
- View All Courses
En Bref
Certificate in Quantitative Finance (CQF)
A globally recognized program for professionals advancing into quantitative finance, risk, and derivatives.
En Bref
CFSA: Preferred Credential for Personal Bankers
Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
En Bref
PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
En Bref
Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
En Bref
Meet CE Requirements Quickly and Easily
Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
En Bref
Drive Effective Client Conversations
Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
En Bref
Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
- Exams & Administration
En Bref
Canadian Securities Course CSC®
En Bref
Preparing to Take Your CSI Exam?
Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
- Credentials
En Bref
Credentials That Matter
Meet the highest standards of experience and education for financial professionals with CSI certificates, designations & fellowship.
En Bref
FCSI® – The Highest Honour in Financial Services
Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
En Bref
PFP® – The Premier Credential for Financial Planners
Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
En Bref
CIM® – The Recognized Credential for Investment Managers
Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
En Bref
CIWM – The Leading Credential for Wealth Managers
Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
En Bref
MTI® – Prestigious Credential for Trust & Wealth Managers
Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
- Corporate Solutions
En Bref
Firm Training Program
A training program for new registrants that reinforces core competencies and elevates job readiness.
- Insights
En Bref
Webinars to Boost Financial Literacy
During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
En Bref
Become a Speaker With CSI
CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
- About
En Bref
CSI & Fitch Learning: Shaping the Future of Financial Learning Together
The CSI brand will continue, as will its stewardship of the industry’s renowned certifications and designations.
En Bref
PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
500,000
Total Learners
250
Companies Trained
200
Courses Offered
15,000
Designated Professionals
CSI joins Fitch Learning
The Canadian Securities Institute (CSI) is now part of Fitch Learning, a global provider of professional education programs and credentials.
Get started
with training from the experts in financial services
WHAT’S NEW
A New Era with Fitch Learning
CSI and Fitch Learning mark a bold step in transforming financial education...
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Behavioural Economics for Financial Advisors
CSI has collaborated with BEworks, a leading behavioural economics consulting firm to...
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Catalyzing Success: Guiding Clients During RRSP...
Access our latest webinar to hear from industry experts discuss the features and...
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Client Focused Reforms Training
Fulfill CSA's mandatory CFR training requirements for CIRO and CIRO registrants.
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