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Fellow of CSI (FCSI®) Members

FCSI® Resources

As an FCSI, it’s important to showcase your leadership, experience and qualifications. CSI aims to provide you with the resources and peer-to-peer support you need to build your business.

In addition to providing you with downloadable and customizable marketing materials, we’ve provided you with logo and usage guidelines to help you promote your qualifications and FCSI status

We’ve also provided you with relevant and practical links to online resources that will help keep you ahead of the curve

Don’t forget to periodically review and update your FCSI Directory profile

ALSO: Remember to take advantage of joining the FCSI LinkedIn community so you can stay in touch with your peers and other distinguished leaders!

Come back often to stay informed and up to date.

You must hold a FCSI designation in good standing

Please check your profile in MyCSI to confirm you are holding a valid designation

Update your FCSI Directory Profile

FCSI Toolkit

The new FCSI toolkit provides you with a set of materials to help promote yourself as a Fellow of CSI, and help your clients understand what your FCSI means. By using “FCSI” in your business materials and literature, you'll not only be identifying yourself a top professional in the industry, you'll also be helping to build awareness of the industry’s pinnacle finacial leadership credential. See below for the list of materials.

FCSI Professional Practice Guide

FCSI To Do List to help market yourself

Letter template for clients "Your Advisor Has Become a Fellow of CSI"

Letter template for clients "Your Advisor is a Fellow of CSI"

FCSI Industry Contributions Tracker

FCSI Client Brochures

The FCSI client brochures provides your clients (prospective and current) with a snapshot of the FCSI. It emphasizes the high standards you meet for education, experience and ethics, and that as an FCSI you bring leadership to your clients, employers and the entire Canadian financial services industry.

Download the 8.5 x 11" fillable PDF version

Download the tri-fold fillable PDF version

Advertising Template

Our advertising template enables you to market your services to clients and employers in a professionally branded advertisement, which is aligned with other FCSI materials. This template is based on the new FCSI branding.

Download the advertising template in full colour

Download the advertising template in black and white

Pre-Written Articles

CSI experts have written a number of articles that cover a wide range of popular investment topics. You may download these articles as Word or PDF documents for use in your newsletters and sales or marketing materials. All pre-written articles are for the exclusive use of practising FCSIs and remain the property of the Canadian Securities Institute. Unauthorized use or duplication of these articles by persons who are not practising FSCIs is prohibited and subject to penalties provided by law.

Getting into the market: First, take stock of yourself

Investing in Stocks: Benefits and Risks

Rights and Warrants: Are they right for you?

Starting to invest: Opening an account

Option Basics: It all started with tulips

What lies ahead: The "life cycle" approach to financial planning

Wrap accounts: The investment package with an all-in-one fee

FCSI® Code of Ethics

As a distinguished leader and ambassador, you are held to the highest ethical standards. The FCSI Code of Ethics is the governing document for your responsibility as a Fellow. You must uphold the Code and set the standard of conduct in your field. You must also re-attest to the Code every year in order to renew your FCSI licence.

Review the FCSI Code of Ethics

FCSI Ethical Misconduct Disciplinary Process

The FCSI Ethical Misconduct Disciplinary Process outlines the courses of action taken in the event of allegations of an FCSI violating the FCSI Code of Ethics.

View the FCSI Ethical Misconduct Disciplinary Process

FCSI® Trademark Licence Agreement

The FCSI Trademark Licence Agreement outlines the terms and conditions for using the prestigious FCSI trademarks (“FCSI,” “Fellow of CSI” and the FCSI logo).

View the FCSI Trademark Licence Agreement

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Conquer the Financial Services Landscape with the CSC®

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PFP® Approved Under FSRA Title Regulation

PFP® Approved Under FSRA Title Regulation

PFP® Approved Under FSRA Title Regulation

Fellow of CSI (FCSI®) Members

FCSI® Resources

You must hold a FCSI designation in good standing

Update your FCSI Directory Profile

FCSI Toolkit

FCSI Client Brochures

Advertising Template

Pre-Written Articles

FCSI® Code of Ethics

FCSI Ethical Misconduct Disciplinary Process

FCSI® Trademark Licence Agreement