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- Certificate in Financial Services Advice (CFSA)
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- Certificate in Advanced Investment Advice (CAIA)
- Certificate in Small Business Banking (CSBB)
- Certificate in Technical Analysis (CITA)
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- 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)
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- 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 (IQPF)
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- 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)
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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.
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Canadian Securities Course CSC®
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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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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®.
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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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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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Hours of Study: 30 - 40 hours
Enrolment Period: 1 Year
Course Assessment
This module corresponds with the provincial licensing examination requirements. (Please make certain to enroll in the module that reflects the licensing requirements of the province(s) or territories where you will be employed.)
You need a minimum score of 60% to pass the exam (there are no assignments). If necessary, you have up to three attempts at the exam.
Successful completion of the Insurance Ethics and Professional Practice Module entitles you to write the provincial top-up exam in order to obtain a life insurance license and/or accident and sickness license in Quebec, or if you are licensed in Quebec, in another province.
You have up to one year after successfully completing the CSI exam to sit for the corresponding provincial licensing exam. However, it is recommended that you sit for the corresponding licensing exam soon after successful completion of the course, as your knowledge and understanding of the subject matter will be fresh and current.
What is the exam weighting?
Insurance Ethics and Professional Practice Module – Common Law
| Exam Topics for IEPP Module – Common Law | Weighting |
|---|---|
| Ethics and Professional Practice Module (For All Provinces & Territories except Quebec) | |
| Integrate into practice the legal aspects of insurance and annuity contracts | 60% |
| Integrate into practice the rules governing the activities of life insurance agents | 40% |
Insurance Ethics and Professional Practice Module – Civil Code
| Exam Topics for IEPP Module – Civil Code | Weighting |
|---|---|
| Ethics and Professional Practice Module (Quebec only) | |
| Understand the legal framework governing insurance of persons | 20% |
| Integrate into practice the legal aspects of insurance and annuity contracts | 40% |
| Integrate into practice the rules governing the activities of representatives in insurance of persons | 40% |
What is the exam structure?
| Exam Administration | Information |
|---|---|
| Exams | 1 |
| Exam Format | Online |
| Exam Duration | 60 minutes |
| Question Format | Multiple Choice |
| Questions Per Exam | 30 |
| Attempts Allowed Per Exam | 3 |
| Passing Grade | 60% |
| Assignments | None |
What Continuing Education (CE) credits will you earn?
LLQP Insurance Course (Common Law)
| EPP – Ethics and Professional Practice (Common Law) | |
| Accreditation | Credits |
|---|---|
| ADVOCIS - Structured Learning CE | 20 |
| CFP - Practice Management | 20 |
| CIM - CIM Professional development | 20 |
| CIRO-ID - Professional Development | 20 |
| CIWM - CIWM Professional development | 15 |
| FSRA - Life Insurance | 20 |
| ICM - Life Insurance | 20 |
| ICS - Life Insurance | 20 |
| MTI - MTI | 12 |
| PFP - PFP Professional development | 15 |
| QAFP - Practice Management | 20 |
LLQP Insurance Course (Civil Code)
| EPPQ – Ethics and Professional Practice (Quebec Civil Code) | |
| Accreditation | Credits |
|---|---|
| ADVOCIS - Structured Learning CE | 30 |
| CFA Institute - CFA - PD | 20 |
| CIM - CIM Professional development | 12 |
| CIRO-ID - Professional Development | 20 |
| CIRO-MF - Professional Development | 20 |
| CIWM - CIWM Professional development | 12 |
| MTI - MTI | 12 |
| PFP - PFP Professional development | 12 |