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- 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)
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- 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)
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- 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)
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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.
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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.
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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.
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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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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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What is the Certificate in Advanced Investment Advice?
The Certificate in Advanced Investment Advice provides investment advisors with advanced and practical advisory knowledge—enabling them to stand out in a highly competitive financial industry. This certificate also serves as an interim certificate that puts you on the path to the Certified International Wealth Manager (CIWM) designation for high-net-worth wealth management and the Chartered Investment Manager (CIM®) designation for discretionary investment management.
What skills will you develop?
- Share advanced insights with your retail clients and help them make better investment decisions
- Use behavioural finance techniques to identify your clients’ risk tolerance
- Use special techniques to manage your client’s portfolio risk
- Identify advantages, disadvantages and methods of international investing
- Evaluate the merits of traditional and non-traditional investment products
- Evaluate the array of non-traditional investment products and portfolio solutions available in today’s retail market
- Evaluate investor personality types through behavioural finance techniques
- Managing your clients’ investment risk
Expert knowledge in these areas will enable you to offer advanced advice to your retail clients and stand out in a highly competitive industry.
What is the path to the Certificate in Advanced Investment Advice?
This certificate is also on the path to the Chartered Investment Manager (CIM®) designation.
Option 1
Option 2
Option 3
Important
In addition to the Investment Management Techniques (IMT®) course, individuals seeking the Certificate in Advanced Investment Advice must complete one of the following: Financial Planning I, Financial Planning II, the AMFA Certification Exam, the Personal Financial Planner (PFP®) designation, the Certified Financial Planner (CFP®) designation or the Chartered Life Underwriter (CLU®) designation. Please note these courses and designations are NOT required for the CIM® designation, only for the Certificate in Advanced Investment Advice. For more information on work experience requirements, click here.
The Certificate in Advanced Investment Advice is not required to attain the CIM® designation.
External Designation Recognitions are subject to CSI’s External Designation Recognition policy and fee.
Who should enrol?
Registered advisors working in a securities firm (CIRO platform) in an investment advisory capacity who are looking to enhance their knowledge to better serve their retail clients.