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Friends & Family get 10% off the CSC®!
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Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
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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 different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Take the first step towards meeting your career goals.
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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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Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
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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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Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
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Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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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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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
This course is not available for sale.
CSI’s Equity Trading and Sales course equips candidates with the realistic preparation and understanding needed to enter into or advance within equity trading and/or sales roles. Having already completed foundational courses, the next step is to learn the value-added techniques and skills that will help candidates transition into or advance within equity trading and/or sales roles. The key to advancement in an equity trading career is developing the critical thinking and negotiating skills needed in a fast-paced trading environment. Candidates must also be adept at using technology to execute trades and understand risk management practices and techniques. This course is also one of the requirements towards the path to CSI’s Certificate in Equity Trading and Sales.
This course is designed for candidates aspiring to enter into or advance within equity trading positions on either the sell-side (securities dealers) or buy-side of the street (mutual funds, hedge funds, and pension funds). Candidates may currently be on the retail side of the business and aspire to move into institutional equity trading or are already in junior trading roles and want to enhance their careers.
This course will also be of interest to Investment Advisors who are interested in learning more about the world of institutional equity trading and sales and obtaining CE credits while doing so.