- 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 (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
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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.
Coming Next
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 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
Wednesday Nov 30, 2022 |
2:00 pm EST
CSI Designations Virtual Graduation Celebration 2022
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Greg Zdzienicki
Client Portfolio Manager, Equities at CIBC Asset Management -
Marie Muldowney
Managing Director at Canadian Securities Institute
Wednesday Nov 30, 2022 |
12:00 pm EST
Personal Financial Planner (PFP®) Virtual Graduation Celebration 2022
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Carissa Lucreziano
Vice President Financial and Investment Advice, CIBC -
Marie Muldowney
Managing Director at Canadian Securities Institute
Wednesday Nov 23, 2022 |
12:00 pm EST
Decoding Wealth Transfer for Millennials and Gen-Z
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Carissa Lucreziano
Vice President Financial and Investment Advice at CIBC -
James G. Bilcox, CFP®, FMA, PFP®
Financial Planner at Sun Life & President at Searchlight Financial Solutions Inc. -
Orlando Lopez, CFP®, CIM®, CIWM
Investment Advisor at RBC Dominion Securities
Wednesday Nov 16, 2022 |
12:00 pm EST
Improving Client Outcomes: The Role of Behavioral Finance
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Brian M. Pasalich
Chief Executive Officer & Co-Founder at Syntoniq, Inc. -
Shannon O'Malley
Head of Client Experience at BEworks
Wednesday Nov 9, 2022 |
12:00 pm EST
A Newcomer’s Guide to Personal Finance & Getting Job Ready
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Tarun Dhingra
Manager, Client Advice at CIBC -
Quoc Phan
Program Manager, Financial Services & Leadership Connections at ACCES Employment
Wednesday Nov 2, 2022 |
12:00 pm EST
Navigating Rising Interest Rates & Inflation
-
Greg Zdzienicki
Client Portfolio Manager, Equities at CIBC Asset Management -
Marshall Beyer
Senior Director at Canadian Securities Institute
Tuesday Nov 30, 2021 |
12:00 pm EST
2021 PFP® Graduation Celebration
-
Marie Muldowney
Managing Director, CSI -
Stuart Gray
Director, Financial Planning Centre of Expertise, RBC -
Carissa Lucreziano
Vice President, Financial and Investment Advice, CIBC
Tuesday Nov 30, 2021 |
12:00 pm EST
2021 Designations Graduation Celebration
-
Marie Muldowney
Managing Director, CSI -
Tiffany Harding
Vice President, Head of Wealth Planning Gluskin Sheff + Associates Inc.
Disclaimer
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