- 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 (IQPF)
- 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.
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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.
Important Update: Canada Post Strike & Shipping Guidelines. Learn More.
What is the course syllabus?
Chapter 1 - Foundations of Credit
Topics covered in this chapter are:
- Financial Institutions
- Borrowing Options
- Types of Credit
- Cost of Credit
Chapter 2 - Residential Mortgages and Special Loans
Topics covered in this chapter are:
- Residential Mortgages
- Special Instalment Loans
Chapter 3 - Credit Disbursement and Collection
Topics covered in this chapter are:
- Credit Adjudication
- Debt Repayments
- Delinquency and Insolvency
Chapter 4 - Life and Disability Insurance
Topics covered in this chapter are:
- Foundations of Risk and Insurance
- Private Health Services Plans
- Disability Insurance
- Foundations of Life Insurance
- Life Insurance Contracts
- Permanent Life Insurance Policies
- Creditor Insurance
Chapter 5 - General Insurance
Topics covered in this chapter are:
- Property and Casualty Insurance Contracts
- Automobile Insurance
- Homeowner’s Insurance
- Tenant Insurance
- Title Insurance
- Liability Insurance
- Government Health Care Insurance
- Travel Insurance
Chapter 6 - Family and Business Law
Topics covered in this chapter are:
- Foundations of Law
- Personal Property Ownership
- Support Obligations Under Family Law
- Business Law
Chapter 7 - Government Benefit Plans
Topics covered in this chapter are:
- Canada Pension Plan
- Old Age Security
- Canada Child Benefit
- Employment Insurance
- Workers’ Compensation Programs
- Income Assistance
- Foreign Pensions
Chapter 8 - RRSPs and TFSAs
Topics covered in this chapter are:
- Registered Retirement Savings Plans
- Tax-Free Savings Accounts
Chapter 9 - Defined Contribution and Defined Benefit Pension Plans
Topics covered in this chapter are:
- Parties to a Registered Pension Plan
- Assumptions of Risk in Pension Plans
- Jurisdiction of Registered Pension Plans
- Defined Benefit Pension Plans
- Defined Contribution Pension Plans
Chapter 10 - Other Employer Sponsored Registered Retirement Plans
Topics covered in this chapter are:
- Pooled Registered Pension Plans
- Deferred Profit Sharing Plans
- Specified Pension Plans
Chapter 11 - Locked in Retirement Vehicles and Others
Topics covered in this chapter are:
- Locked-in Retirement Savings Vehicles
- Registered Retirement Income Funds
- Locked-in Retirement Income Vehicles
- Annuities
- Eligible Funeral Arrangement
How will you learn?
CSI’s online learning system helps you meet your study goals. You’ll benefit from:
- Textbook readings available in PDF and e-Books
- End of chapter review questions to help you reinforce your learning and identify topics that may need to be revisited during exam preparation
- Online assistance from CSI’s academic support specialists