- 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.
Use the search bar below to look up continuing education credits for individual courses. You can also explore all courses using the menu below.
We are presently engaged in obtaining accreditations. The moment these course credits become available; they will be promptly integrated into our system.
Investment Management & Trading
| CIRO-ID Compliance | CIRO-ID Professional Development | CIRO-MF Business Conduct | CIRO-MF Professional Development | CIM Compliance | CIM Professional Development | CIWM Compliance | CIWM Professional Development | MTI | PFP Compliance | PFP Professional Development | ADVOCIS Structured Learning CE | AIC Life Insurance | AIC Accident and Sickness | AMP Mortgage | CFA Institute CFA – PD | CFA Institute CFA – SER | CFA Institute CIPM | FSRA Life Insurance | ICBC Life Insurance | ICM Life Insurance | ICS Life Insurance | CFP Financial Planning | CFP Practice Management | CFP Product Knowledge | QAFP Financial Planning | QAFP Product Knowledge | QAFP Practice Management | CSF Compliance | CSF General Subjects | CSF Insurance of Persons | CSF Mutual Funds | IPF SFPA | IPF SC |
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Financial Planning & Insurance
| CIRO-ID Compliance | CIRO-ID Professional Development | CIRO-MF Business Conduct | CIRO-MF Professional Development | CIM Compliance | CIM Professional Development | CIWM Compliance | CIWM Professional Development | MTI | PFP Compliance | PFP Professional Development | ADVOCIS Structured Learning CE | AIC Life Insurance | AIC Accident and Sickness | AMP Mortgage | CFA Institute CFA – PD | CFA Institute CFA – SER | CFA Institute CIPM | FSRA Life Insurance | ICBC Life Insurance | ICM Life Insurance | ICS Life Insurance | CFP Financial Planning | CFP Practice Management | CFP Product Knowledge | QAFP Financial Planning | QAFP Product Knowledge | QAFP Practice Management | CSF Compliance | CSF General Subjects | CSF Insurance of Persons | CSF Mutual Funds | IPF SFPA | IPF SC |
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Wealth Management & Private Banking
| CIRO-ID Compliance | CIRO-ID Professional Development | CIRO-MF Business Conduct | CIRO-MF Professional Development | CIM Compliance | CIM Professional Development | CIWM Compliance | CIWM Professional Development | MTI | PFP Compliance | PFP Professional Development | ADVOCIS Structured Learning CE | AIC Life Insurance | AIC Accident and Sickness | AMP Mortgage | CFA Institute CFA – PD | CFA Institute CFA – SER | CFA Institute CIPM | FSRA Life Insurance | ICBC Life Insurance | ICM Life Insurance | ICS Life Insurance | CFP Financial Planning | CFP Practice Management | CFP Product Knowledge | QAFP Financial Planning | QAFP Product Knowledge | QAFP Practice Management | CSF Compliance | CSF General Subjects | CSF Insurance of Persons | CSF Mutual Funds | IPF SFPA | IPF SC |
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Retail Banking & Business Banking
| CIRO-ID Compliance | CIRO-ID Professional Development | CIRO-MF Business Conduct | CIRO-MF Professional Development | CIM Compliance | CIM Professional Development | CIWM Compliance | CIWM Professional Development | MTI | PFP Compliance | PFP Professional Development | ADVOCIS Structured Learning CE | AIC Life Insurance | AIC Accident and Sickness | AMP Mortgage | CFA Institute CFA – PD | CFA Institute CFA – SER | CFA Institute CIPM | FSRA Life Insurance | ICBC Life Insurance | ICM Life Insurance | ICS Life Insurance | CFP Financial Planning | CFP Practice Management | CFP Product Knowledge | QAFP Financial Planning | QAFP Product Knowledge | QAFP Practice Management | CSF Compliance | CSF General Subjects | CSF Insurance of Persons | CSF Mutual Funds | IPF SFPA | IPF SC |
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Leadership, Management & Compliance
| CIRO-ID Compliance | CIRO-ID Professional Development | CIRO-MF Business Conduct | CIRO-MF Professional Development | CIM Compliance | CIM Professional Development | CIWM Compliance | CIWM Professional Development | MTI | PFP Compliance | PFP Professional Development | ADVOCIS Structured Learning CE | AIC Life Insurance | AIC Accident and Sickness | AMP Mortgage | CFA Institute CFA – PD | CFA Institute CFA – SER | CFA Institute CIPM | FSRA Life Insurance | ICBC Life Insurance | ICM Life Insurance | ICS Life Insurance | CFP Financial Planning | CFP Practice Management | CFP Product Knowledge | QAFP Financial Planning | QAFP Product Knowledge | QAFP Practice Management | CSF Compliance | CSF General Subjects | CSF Insurance of Persons | CSF Mutual Funds | IPF SFPA | IPF SC |
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LEGEND
| Course Level Credits | ||
| Module Level Credits |
CSI believes these courses meet the CE guidelines of these organizations. We advise that participants or their firms determine whether completion of the course(s) qualifies for CE credits and what type of CE credits (technical/general or compliance/professional development/voluntary participation) the course(s) qualifies for. Please note that courses that lead to initial accreditation generally cannot be used for continuing education purposes for the achieved license or designation.
Accredited Associations
IIROC - Investment Industry Regulatory Organization of Canada. Please note that IIROC will not be providing accreditation codes for licensing courses. For more information, we recommend learners to refer to IIROC's guidance on their continuing education program regarding this update.
MFDA - Mutual Fund Dealers Association of Canada
Advocis - Financial Advisors Association of Canada
AIC - Alberta Insurance Council
AMP - Mortgage Professionals Canada
CFA - CFA Institute is a global association of investment professionals. The organization offers the Chartered Financial Analyst (CFA) designation
FSRA - Financial Services Regulatory Authority of Ontario
ICBC - Insurance Council of British Columbia
ICM - Insurance Council of Manitoba
ICS - Insurance Council of Saskatchewan
FP Canada - FP Canada is the licensor of the CFP® designation and the Qualified Associate Financial Planner™ (QAFP) certification in Canada
CSF - Chambre de la sécurité financière
- Subject 1: In general subjects
- Subject 2: In insurance of persons
- Subject 3: In group insurance of persons
- Subject 4: In group savings plan brokerage, investment contract brokerage and scholarship plan brokerage
- Subject 5: In compliance with standards, ethics or professional practices
IPF - l’Institut de formation en planification financière