- 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 (IPF)
- 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.
Featured Product
PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Coming Next
Registration for webinars closes at 11:59 pm one day prior to the date of the webinar.
Wednesday Nov 8, 2023 | 12:00 pm EST
DE&I in Financial Services: Connecting Advisor & Client Success
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Jeffrey Allain, MBA, PFP®, FCSI®
Senior Manager, Role Design & Execution, RBC -
Manoj Khandavelli, CFP®, CIWM, FCSI®
Private Client Market Lead - Atlantic Region, HSBC Private Client Services -
Farah Kamal, FCSI®
Co-founder, Trade Lifecycles
Wednesday Nov 1, 2023 | 12:00 pm EST
Putting Clients First: Advisors’ Roundtable
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Sudha Sankar (FCSI®)
Wealth Advisor, RBC Dominion Securities -
Haiping Fu (FCSI®, CIM®, MBA)
Associate Wealth & Investment Advisor, RBC Dominion Securities -
Darren Dearing (MBA, CFP®, CIM®, FCSI®)
Wealth Advisor, Scotia Wealth Management -
Jim Templeton (FCSI®)
Financial Advisor, Manulife Securities Incorporated
Wednesday Oct 25, 2023 | 12:00 pm EST
Comprehensive Financial Planning: How Client Relationships are Changing
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Goshka Folda
President and CEO of Investor Economics and Global Head of Research at ISS Market intelligence -
Carissa Lucreziano
Vice President Financial and Investment Advice, CIBC -
Sean Shore
Securities, Compliance and Regulatory Counsel at Canadian Compliance & Regulatory Law
Wednesday Aug 30, 2023 | 12:00 pm est
Beyond CSC®: How to Jump-Start Your Financial Career
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Riyad Salam
National Director, Client Segment Strategy, Healthcare, Business & Professional Services at RBC -
Rui Barreto
Director - Client Service Specialist, CSI
Wednesday May 10, 2023 | 12:00 pm EST
Transitioning to a Financial Career in Canada: A Newcomer’s Guide
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Riyad Salam, EMBA
National Director - Client Segment Strategy, Healthcare, Business & Professional Services, RBC -
Quoc Phan
Project Manager - Financial Services & Leadership Connections, ACCES Employment
Tuesday Mar 28, 2023 | 12:00 pm EST
Develop Lasting Relationships: How to Better Communicate with Your Clients
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Neela White
FMA®, FCSI®, CIM®, CIWM, CPCA®, EPC, CEA® Portfolio Manager at Raymond James Ltd. -
Leslie Baker
CFA®, CFP®, CIM® Senior Manager, Strategic Communications at RBC Wealth Management -
Michael Tarantino
MBA, CPA, CMA, CFP®, CIM®, CIWM, FEA, TEP Vice President, Private Wealth Consultant, Family Office Services at RBC Wealth Management
Tuesday Jan 31, 2023 | 12:00 pm EST
What’s Next? Your Future in Financial Services
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Rui Barreto
Director - Client Service Specialist -
Assunta Tutino
Assistant Director, Client Management -
Idrees Deen
Head, Marketing & Customer Experience -
Marie Muldowey
Managing Director at Canadian Securities Institute -
Tricia Summersby
Vice-President & Managing Director, Branch Supervision at BMO Nesbitt Burns -
Timothy Ho
Director, Practice Standards – National Sales & Practice Excellence, CIBC
Wednesday Jan 25, 2023 | 1:00 pm est
Rotman-Canadian Securities Institute Strategy & Innovation in Wealth Management: An Introduction
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Walid Hejazi
PhD, MA, HBA, Professor, International Business, Rotman School of Management and Academic Director, Executive Programs -
Tiffany Harding
AVP, Head of Practice Management and Wealth Planning Services, Manulife
Wednesday Oct 26, 2022 | 12:00 pm EST
Crafting a Robust Succession Plan for your Practice: An Advisors’ Guide
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Phillip Ackers
Founder and President, Lakeshore Performance Limited -
Melanie E. Russell
Founder and President - Kalex Valuations Inc.
Wednesday Sep 14, 2022 | 12:00 pm EST
A Career in Banking – What’s in it for me
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Kelsey Kachur
Senior Talent Acquisition Partner, CIBC -
Shannon Mills
Senior Talent Acquisition Partner, Personal and Small Business Banking, CIBC -
Timothy Ho
Director, Practice Standards – National Sales & Practice Excellence, CIBC
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