Featured Product
Enjoy $195 off the CSC® until September 30
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.
Whether you’re just starting out or aspiring for a mid-career change, CSI’s Financial Services Career Map delivers the options you need to achieve your goals.
Search and explore multiple career options and learn about the different roles and opportunities available in the financial services industry. Then see the recommended courses and credentials to make those goals a reality. You can also see the active job listings in the market for each role.
Please select one of the below options: