Featured Product
Receive a 10% discount on your preferred version of the CSC® until August 31
Featured Product
Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
Featured Product
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Featured Product
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
Featured Product
Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
Featured Product
Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
Featured Product
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
Featured Product
Featured Product
Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
Featured Product
Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
Featured Product
Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
Featured Product
Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
Featured Product
Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
Featured Product
Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
Featured Product
Featured Product
Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
Featured Product
Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
Featured Product
Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
Featured Product
During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
Featured Product
CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
Featured Product
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Featured Product
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Home > Credentials > About Certificates and Designations
CSI offers 15 certificates, four designations and a fellowship—all meeting the high standards commonly set by organizations like the International Standards Organization (ISO) internationally and regulators’ regulatory requirements introduced in Canada and the United States.
A certificate program focuses on providing education/training and uses assessments to confirm the successful achievement of the learning objectives or outcomes of the education or training. It usually focuses on a specific area of skill or expertise. Upon completion of the final assessment, which may be a formal/proctored examination, the individual is awarded a certificate and a digital badge that confirms successful completion of the certificate program. It confirms that an individual has knowledge or capabilities at the point in time of being tested, but it does not confirm that the individual has ongoing knowledge or competency after the date of receiving the certificate. It does not require an annual renewal or continuing education to keep the certificate current.
VIEW ALL CSI CERTIFICATESThe primary focus of a professional designation is the assessment and demonstration of competence, experience and ethical behaviour in the application of the competencies. All CSI designation programs require educational requirements to be met prior to the assessment for certification purposes. The certification status is granted on a time-limited basis and subject to renewal—including continuing education and other maintenance requirements. Designations usually use letters after one’s name to denote the achievement of pre-determined standards, skills or competencies. However, if the individual does not agree to maintain the standards and update their knowledge, the granting organization can revoke the right to use the letters.
VIEW ALL CSI DESIGNATIONSEvery industry has leaders: individuals who set precedents for the standards of excellence and then exceed them. Those who bring true value to their work by constantly seeking knowledge and real-world insights, and who are in tune with the nuances of their industry. The primary focus of a Fellowship program is to recognize these individuals who have demonstrated unparalleled leadership, ethical behaviour, integrity, commitment and dedication to their clients and the industry.
The Fellow of CSI (FCSI®) requires financial services specialist expertise (through the holding of a recognized designation), experience and ethics components to be met along with ongoing contributions to the financial services industry in order to maintain the Fellowship. The Fellowship status is granted on a time-limited basis and subject to recommitment on an annual basis. If the individual does not maintain the high standards of the fellowship, CSI has the right to revoke the right to use the letters.
LEARN MORE ABOUT THE FCSI®