- 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 Jun 22, 2022 | 12:00 pm
Financial Professionals Title Protection in Ontario – All You Need to Know
-
Dan Miles
Director of Corporate Communications, FSRA -
Andrea Foy
Senior Manager- Market Conduct Policy, FSRA -
Wendy Horrobin
Head, Licensing and Risk Assessment, FSRA
Thursday Jun 2, 2022 | 12:00 pm EST
Professional Incorporation of Advisors or Directed Commissions: Is there a difference and should you care?
-
Sean Shore
Securities, Compliance and Regulatory Counsel, Canadian Compliance & Regulatory Law -
Phillip Ackers
Principal and Founder, Lakeshore Performance Limited
Thursday Apr 28, 2022 | 12:00 pm EST
Investing During Inflation: What Advisors Need to Know
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Bruce Monus
Tuesday Apr 5, 2022 | 5:00 pm EST
Canadian Consumer Credit Outlook
-
Brendan LaCerda
Associate Director - Senior Economist Moody's Analytics -
David Fieldhouse
Director - Consumer Credit Analytics Moody's Analytics
Wednesday Jan 19, 2022 | 12:00 pm EST
Hiring Managers’ Expectations for New Graduates
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Jennifer Livingstone
Senior Manager, Training at RBC Wealth Management -
Leena Cherian
Senior Manager, Talent Acquisition at CIBC -
Lorraine Li
Senior Manager, Talent Acquisition at CIBC
Wednesday Nov 17, 2021 | 12:00 pm EST
A Woman’s Guide to Personal Finance
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Jennifer Vassell
Regional Manager, Investment & Retirement Planning, RBC -
Neela White
Portfolio Manager, Raymond James -
Carissa Lucreziano
Vice President, Financial and Investment Advice, CIBC
Wednesday Nov 10, 2021 | 12:00 pm EST
Investors’ Guide to Digital Assets
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Victor Li
Investor, Researcher, and Educator for Digital Assets, York University -
Wei Xie
Director, Co-Head of Multi-Strategy Investments, Capital Markets Group, OPTrust -
Shaun Cumby
Chief Executive Officer, Arxnovum Investments Inc.
Wednesday Nov 3, 2021 | 12:00 pm EST
Newcomers: Fast Track Your Financial Career in Canada
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Monica Brennan
Bridging Program Manager, York University -
Tarun Dhingra
Assistant Branch Manager, RBC -
Deepinder Kohli
Financial Planner, TD Wealth
Wednesday Oct 27, 2021 | 12:00 pm EST
Baby Boomers, Millennials & Wealth Transfer: What You Need to Know
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Julie Seberras
Senior Manager, Wealth Planning Support, TD Wealth -
Evan Parubets
Investor Specialist, Steadyhand Investment Funds -
Colin White
Portfolio Manager, White LeBlanc Wealth Planners Inc.
Disclaimer
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