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Enjoy $195 off the CSC® until September 30
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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.
“Clients are looking for professionals who have the educational background needed to manage their portfolios.” – Neela White, CIM®, CIWM, FCSI® – Portfolio Manager, MacDougall, MacDougall & MacTier Inc
“One of the best investments I’ve made was investing in my education.” – Phoebe Kim, CIWM – Senior Private Banker, TD Wealth Private Client Group
“Everybody has their own unique needs, goals and outcomes that they are looking to achieve with their wealth. The great advisors are the ones who get to know those details intimately, and have the necessary skills to deliver.” – Richard Pope, CIM, FCSI, CAIA – Vice President, Connor, Clark & Lunn Private Capital
“Credentials demonstrate a commitment from the advisor to continuous learning and building their expertise. This commitment ultimately leads to even greater value and benefits to the client.” – Silvio Stroescu, CIM, FICB, FCSI – Head, BMO Wealth Digitech Transformation, President, BMO Investorline
“Clients are looking for professionals who have the educational background needed to manage their portfolios.” – Neela White, CIM®, CIWM, FCSI® – Portfolio Manager, MacDougall, MacDougall & MacTier Inc
“One of the best investments I’ve made was investing in my education.” – Phoebe Kim, CIWM – Senior Private Banker, TD Wealth Private Client Group
“Everybody has their own unique needs, goals and outcomes that they are looking to achieve with their wealth. The great advisors are the ones who get to know those details intimately, and have the necessary skills to deliver.” – Richard Pope, CIM, FCSI, CAIA – Vice President, Connor, Clark & Lunn Private Capital
“Credentials demonstrate a commitment from the advisor to continuous learning and building their expertise. This commitment ultimately leads to even greater value and benefits to the client.” – Silvio Stroescu, CIM, FICB, FCSI – Head, BMO Wealth Digitech Transformation, President, BMO Investorline
Home > Learning > Designation Pathways > Certified Financial Planner (CFP®)
CSI provides you with three streams towards achieving the CFP® certification. Each of these three streams meets the educational requirements of the FP Canada Approved Advanced Curriculum Program on the path to CFP® certification and is tailored to the intricacies of the industry (banking, mutual fund dealer or investment dealer) it is designed for. It is recommended that students opt for the route of the industry they work in or aspire to, as that route is best structured and nuanced for that particular field.
Please refer to the FP Canada website for more information on the CFP® certification.
CSI offers three paths to the CFP® certification.
Please refer to the FP Canada website for information on experience requirements and pre-requisites (such as college/university diplomas or degrees).
The CFP® designation is not awarded by CSI. It is granted under license by the Financial Planning Standards Council to those who have met its educational standards, passed the CFP® Examination, satisfied a work experience requirement and agree to abide by FP Canada Code of Ethics.
CFP®, Certified Financial Planner® and CFP® (with flame logo) are trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Standards Council is the marks licensing authority for the CFP® marks in Canada, through agreement with FPSB.