- 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
Featured Product
CFSA: Preferred Credential for Personal Bankers
Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
Featured Product
PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Featured Product
Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
Featured Product
Meet CE Requirements Quickly and Easily
Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
Featured Product
Drive Effective Client Conversations
Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
Featured Product
Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
- Exams & Administration
Featured Product
Canadian Securities Course CSC®
Featured Product
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
Featured Product
Credentials That Matter
Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
Featured Product
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®).
Featured Product
PFP® – The Premier Credential for Financial Planners
Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
Featured Product
CIM® – The Recognized Credential for Investment Managers
Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
Featured Product
CIWM – The Leading Credential for Wealth Managers
Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
Featured Product
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
Featured Product
Find Qualified Candidates Faster
Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
Featured Product
Find Qualified Candidates Faster
Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
- Insights
Featured Product
Webinars to Boost Financial Literacy
During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
Featured Product
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
Featured Product
PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Featured Product
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.
Coming Next
Registration for webinars closes at 11:59 pm one day prior to the date of the webinar.
Wednesday Nov 20, 2024 | 1:00 pm EST
Ask Us Anything: GenAI and the Road Ahead for Advisors
-
Ari Lehavi
General Manager, Moody's (Predictive Analytics and AI) -
Rui Barreto
Director, Moody’s (Third Party Risk Solutions)
Wednesday Nov 13, 2024 | 12:00 pm EST
Prioritizing People: How Behavioural Insights Impact Financial Services
-
Shannon O'Malley
Director, Member Experience Design, Meridian Credit Union -
Tanjim Hossain
Chair, Department of Management, University of Toronto - Mississauga -
Meera Paleja
Program Head, Research and Behavioural Insights, Ontario Securities Commission
Wednesday Nov 6, 2024 | 12:00 pm EST
Aging with Confidence: Securing Long-Term Care Solutions
-
Neela White
Portfolio Manager, Raymond James
Thursday Aug 1, 2024 | 12:00 pm EST
Understanding Investor Psychology: Behavioural Finance in Action
-
Brian Pasalich
Chief Executive Officer & Co-Founder, Behave Technologies -
Don Lefresne
Investment Researcher, York University
Thursday Apr 25, 2024 | 12:00 pm EST
Decoding Sustainable Investing: Strategies for the Canadian Market
-
Olaf Weber
CIBC Chair in Sustainable Finance, Schulich School of Business, York University -
Nalini Feuilloley
Head of Responsible Investment, BMO Global Asset Management
Thursday Mar 28, 2024 | 12:00 pm
CSI Spotlight with Maryheth Cabrera: Investing in Inclusion
-
Maryheth Cabrera
Co-founder and COO, Woveo -
Marie Muldowney
Managing Director, CSI
Thursday Mar 14, 2024 | 12:00 pm EST
A Career in Banking: Your Roadmap to Success
-
Ryan Laverty, CFP®, FCSI®, CIWM, CIM®, MBA
Professor, School of Accounting and Financial Services at Seneca College -
Rija Choudhry
Manager of Early Talent Programs at RBC
Thursday Jan 25, 2024 | 12:00 pm EST
Catalyzing Success: Guiding Clients During RRSP Season & Beyond
-
Jacqueline Power
Assistant Vice President, Tax & Estate Planning, Mackenzie Investments -
Joshua Wong
Investment Sales Manager, HSBC Global Asset Management
Wednesday Nov 22, 2023 | 12:00 pm EST
The Changing Tide: Empowering Women in Financial Services
-
Neela White, FCSI®, CIM®, CIWM®, CPCA®, EPC, CEA®, CDCP
Senior Portfolio Manager, Raymond James Ltd. -
Tiffany Harding, CFP®, TEP, FEA, CLU®, CIWM, FCSI®
AVP, Head of Professional Wealth & Insurance Advisory Services, Manulife
Wednesday Nov 15, 2023 | 12:00 pm EST
Securing Your Legacy: Succession Planning for Small Businesses
-
Tammy Buss, CLU, CH.F.C, CFP®
Family Business Advisor, BlueRoots Inc & Certified Financial Planner, Desjardins Financial Security Investments Inc.
Disclaimer
The content on this site is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our site constitutes a solicitation, recommendation, endorsement, or offer of specific financial products or services. Links to other websites on the World Wide Web are aggregated for your convenience in locating related information and services. These websites are maintained by third parties over which CSI exercises no control. Accordingly, CSI expressly disclaims any responsibility for the content, the accuracy of the information, and the quality of products or services provided by or advertised on and/or software downloaded from these third-party websites. Moreover, these links do not imply an endorsement of any third party or any website or the products or services provided by any third party.