- Learning
- Certificate in Financial Services Advice (CFSA)
- Certificate in Advanced Financial Advice (CAFA)
- Certificate in Advanced Investment Advice (CAIA)
- Certificate in Small Business Banking (CSBB)
- 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 Commercial Credit (CICC)
- 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 (IQPF)
- 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
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CFSA: Preferred Credential for Personal Bankers
Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Meet CE Requirements Quickly and Easily
Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
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Drive Effective Client Conversations
Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
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Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
- Exams & Administration
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Canadian Securities Course CSC®
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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
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Credentials That Matter
Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
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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®).
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PFP® – The Premier Credential for Financial Planners
Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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CIM® – The Recognized Credential for Investment Managers
Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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CIWM – The Leading Credential for Wealth Managers
Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
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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
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Find Qualified Candidates Faster
Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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Find Qualified Candidates Faster
Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
- Insights
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Webinars to Boost Financial Literacy
During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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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
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Featured Product
PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Important Update: Canada Post Strike & Shipping Guidelines. Learn More.
Coming Next
Thursday Dec 5, 2024 |
1:00 pm EST
2024 Designations Graduation Ceremony
-
Andrew Stewart, CPA, CD
Managing Director, CSI/Moody's Analytics Learning Solutions -
Kevin Prins, MBA, CFP®, CIM®, FCSI®
Managing Director, Head of ETF & Managed Accounts Distribution, BMO Global Asset Management -
Kavaughn Boismier, CFP®, PFP®, RIS, FCSI®
Senior Director, Financial Planning & Advice, CIBC -
Stuart Gray, MBA, CFP®, CIWM, FCSI®
Director, Financial Planning Centre of Expertise, RBC
Wednesday Nov 27, 2024 |
12:00 pm EST
Diverse Perspectives, Stronger Outcomes: Elevating DE&I in Financial Services
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Yasmin Pallan
Director, Diversity, Equity & Inclusion, Global Wealth Management, Scotiabank -
Shaun Vollick
Senior Director, Diversity & Inclusion Strategy Enablement & Reporting, RBC
Recent Graduates
Every year during Financial Literacy Month, we celebrate CSI students who have recently achieved a fellowship or designation in the previous year.
View our graduating classes.
Become a Speaker
We are constantly looking for experienced and knowledgeable speakers to conduct webinars on various topics in the financial services landscape. To this effect, we recently introduced CSI Podium, a unique initiative created in the spirit of our mission to provide thought leadership and real-world training.
This exclusive platform offers CSI designation holders and interested parties opportunities to speak on topics that will benefit their clients, colleagues and the investing public through webinars. Speakers are also awarded CE credits for giving back to the CSI designation community.
Visit the CSI Podium web page to learn more about becoming a speaker and conducting a webinar with us.
Learn More Wednesday Nov 20, 2024 |
1:00 pm EST
Ask Us Anything: GenAI and the Road Ahead for Advisors
-
Ari Lehavi
General Manager, Predictive Analytics and AI, Moody's Analytics -
Rui Barreto
Director, Third Party Risk Solutions, Moody's Analytics
Wednesday Nov 13, 2024 |
12:00 pm EST
Prioritizing People: How Behavioural Insights Impact Financial Services
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Shannon O'Malley
Director, Member Experience Design, Meridian Credit Union -
Tanjim Hossain
Chair, Department of Management, University of Toronto - Mississauga -
Meera Paleja
Program Head, Research and Behavioural Insights, Ontario Securities Commission
Wednesday Nov 6, 2024 |
12:00 pm EST
Aging with Confidence: Securing Long-Term Care Solutions
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Neela White
Portfolio Manager, Raymond James
Thursday Nov 30, 2023 |
2:00 pm EST
2023 Designations Graduation Celebration
-
Marie Muldowney
Managing Director, CSI -
Dee Hazelaar, PFP®, CFP®, FCSI®
Regional Manager, Investment Specialists, Scotiabank & Professor, Faculty of Business, Conestoga College
Thursday Nov 30, 2023 |
12:00 pm EST
2023 PFP® Graduation Celebration
-
Marie Muldowney
Managing Director, CSI -
Carissa Lucreziano
Vice President, Financial and Investment Advice, CIBC
Wednesday Nov 22, 2023 |
12:00 pm EST
The Changing Tide: Empowering Women in Financial Services
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Neela White, FCSI®, CIM®, CIWM, CPCA®, EPC, CEA®, CDCP
Senior Portfolio Manager, Raymond James Ltd. -
Tiffany Harding, CFP®, TEP, FEA, CLU®, CIWM, FCSI®
AVP, Head of Professional Wealth & Insurance Advisory Services, Manulife
Wednesday Nov 15, 2023 |
12:00 pm EST
Securing Your Legacy: Succession Planning for Small Businesses
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Tammy Buss, CLU, CH.F.C, CFP®
Family Business Advisor, BlueRoots Inc & Certified Financial Planner, Desjardins Financial Security Investments Inc.
Wednesday Nov 8, 2023 |
12:00 pm EST
DE&I in Financial Services: Connecting Advisor & Client Success
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Jeffrey Allain, MBA, PFP®, FCSI®
Senior Manager, Role Design & Execution, RBC -
Manoj Khandavelli, CFP®, CIWM, FCSI®
Private Client Market Lead - Atlantic Region, HSBC Private Client Services -
Farah Kamal, FCSI®
Co-founder, Trade Lifecycles
Wednesday Nov 1, 2023 |
12:00 pm EST
Putting Clients First: Advisors Roundtable
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Sudha Sankar (FCSI®)
Wealth Advisor, RBC Dominion Securities -
Haiping Fu (FCSI®, CIM®, MBA)
Associate Wealth & Investment Advisor, RBC Dominion Securities -
Darren Dearing (MBA, CFP®, CIM®, FCSI®)
Wealth Advisor, Scotia Wealth Management -
Jim Templeton (FCSI®)
Financial Advisor, Manulife Securities Incorporated
Wednesday Oct 25, 2023 |
12:00 pm EST
Comprehensive Financial Planning: How Client Relationships are Changing
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Goshka Folda
President and CEO of Investor Economics and Global Head of Research at ISS Market intelligence -
Carissa Lucreziano
Vice President Financial and Investment Advice, CIBC -
Sean Shore
Securities, Compliance and Regulatory Counsel at Canadian Compliance & Regulatory Law
Disclaimer
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