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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.
With an increased need for public trust and confidence in the financial services industry, it is becoming essential for professionals to not only master their own specialty but to also demonstrate that they understand financial services business lines and their role within integrated financial institutions.
CSI’s Financial Services Industry: Business Drivers and Challenges (FSDC) course provides individuals coming from varied sectors with varying credentials, the knowledge to understand the important role of the financial services industry in the broader economy and how trust and confidence in the industry can affect it. Students will also gain knowledge and confidence when discussing the management and public policy issues of operating multiple business lines of a financial institution within an integrated entity with internal and external stakeholders.
FSDC will be of interest to anyone wanting to learn more about the business drivers of the various units within an integrated financial services firm. The course will be of specific interest to holders of recognized professional financial services industry designations who want to further their careers and get one step closer to completing the Fellow of CSI (FCSI) – CSI’s highest honour and most senior credential in Canadian financial services.