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Receive a 10% discount on your preferred version of the CSC® until August 31
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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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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.
The People and Team Management course will assist managers and leaders in developing the necessary skills and abilities to manage people through coaching, motivation and performance management. Today’s managers need to be able to optimize team strengths and synergies to accomplish the objectives of their individual units. The need for skills in change management, organizational learning and the effective management of knowledge, are just a few of the key skills required in today’s changing bank environment.
This course will improve your management strategies and synergies allowing you to stay focused on the performance of your team and targets. You’ll learn financial industry tools for better employee recruitment, retention and satisfaction, all crucial in meeting the day-to-day operational objectives of the financial institution.
People and Team Management provides a comprehensive understanding of:
Designed to address the unique challenges of the financial sector, People and Team Management will benefit individuals seeking greater responsibilities, branch managers, unit managers, banking specialist managers, managers working in support capacities or bankers working towards management and leadership roles in the banking industry.
People and Team Management is also ideal for bank employees with leadership responsibilities or objectives. It will enhance and build your existing management skills allowing you to excel in positions of management and leadership responsibilities.