- 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.
For all questions related to CIRO’s Proposed Proficiency Model, please visit CIRO’s webpage or email proficiency@ciro.ca.
Study Tools
Save 10% when you buy any two of the following study tools, save 15% when you buy any three of the following study tools.
DFOL Check
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The DFOL Check is a series of online practice questions intended to help you assess your readiness to take the DFOL exam. Sign up today and you can:
- Focus your efforts. Test your overall knowledge and discover which course topics may require more study time.
- Determine your readiness. Practice questions show you how well you performed in all subject areas.
- Manage time constraints. Experience the pressure of taking the exam within the allotted time.
Financial Investment Calculations Toolkit (with Calculator)
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Are you overwhelmed by financial investment calculations? Do you feel like you need an educational tune-up on basic math skills? You're not alone.
The new CSI Financial Investment Calculations Toolkit is the ideal package for learners who need to perform calculations related to financial services.
Learn how to use the Sharp financial calculator to perform calculations common to financial services, both for your CSI courses and on the job.
You'll be introduced to essential financial math concepts, and be shown how to perform calculations step-by-step on your very own financial calculator. Also included are practice questions to self-assess your financial investment calculations skills.
Financial Statement and Ratios e-Tutorial
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The new Financial Statement and Ratios e-Tutorial will introduce important concepts that appear in CSI courses, and which are commonly used in the financial services industry.
You'll learn the fundamentals of financial statement analysis, including a step-by-step demonstration of how a financial statement is created. You'll also review the basics of financial ratios, which are used to evaluate the potential success and investment-worthiness of a company.
It is also a useful refresher course for students who have not encountered these concepts in some time.
Macro- and Microeconomics e-Tutorial
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Having difficulty understanding the relationship between supply and demand? Or the difference between a peak and trough? Build essential business economics knowledge you need with CSI's new Macro- and Microeconomics e-Tutorial.
This e-Tutorial offers an overview of two areas of economics, Macroeconomics which focus on topics such as interest rates and inflation, the business cycle, monetary policy and fiscal policy.
Microeconomics which focus on specific topics such as supply and demand and industry cycles.
The new Macro- and Microeconomics e-Tutorial is a useful refresher course for individuals who have not encountered these concepts in some time.
Financial Planning Calculations E-tutorial with Sharp Calculator
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The Financial Planning Calculations E-tutorial is the ideal study tool to tune up your financial planning calculations skills. Discover essential financial planning math concepts with practice questions to self-assess your financial investment calculations skills.
The Financial Planning Calculations E-tutorial is an invaluable resource whether new to a financial planning role or currently a financial planning student wanting to develop or rebuild a sense of comfort with performing financial planning calculations.
The toolkit explains how to calculate several key financial planning-related concepts, such as budget planning, credit planning, investment planning, tax planning, retirement planning, insurance planning.
Financial Planning Calculations E-tutorial (Only)
ADD TO CART
The Financial Planning Calculations E-tutorial is the ideal study tool to tune up your financial planning calculations skills. Discover essential financial planning math concepts with practice questions to self-assess your financial investment calculations skills.
The Financial Planning Calculations E-tutorial is an invaluable resource whether new to a financial planning role or currently a financial planning student wanting to develop or rebuild a sense of comfort with performing financial planning calculations.
The toolkit explains how to calculate several key financial planning-related concepts, such as budget planning, credit planning, investment planning, tax planning, retirement planning, insurance planning.