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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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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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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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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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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.
Home > Learning > Courses > Harnessing the Power of Social Media (HPSM) > HPSM – Curriculum
In this course, you will learn how to use the LinkedIn platform as more than just a place to post your online resumé. After taking the course, you will be able to leverage this powerful tool for more effective networking and prospecting to significantly increase your market reach. You will also learn useful tips for using LinkedIn to build your list of ideal contacts and start converting them into prospects.
Creating and sharing relevant content will help you get the maximum benefit from social media and build a bigger, stronger business. Your content can help grow your clients’ financial literacy and will, in turn, help position you as a subject matter expert and thought leader.
The Canadian Securities Institute’s course Harnessing the Power of Social Media is based on the book The Ascendant Advisor, by Richard Heft & Andrew Broadhead, which is available for purchase on Amazon.ca.