- 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.
Tuesday Oct 19, 2021 | 5:00 pm EST
Breaking into the Canadian Banking Industry – CSC® & IFC
-
Natacha Savard
Vice President, Head, Training & Development RBC Wealth -
Juste Songailaite
Manager, RBC OnCampus at York University RBC -
Dylan Wilson
Financial Planner & Associate Portfolio Manager White LeBlanc Wealth Planners Inc.
Tuesday Jun 15, 2021 | 12:00 pm EST
Advisors’ Responsibility: Dealing with Vulnerable Clients
-
Sean Shore
Securities, Compliance and Regulatory Counsel, Canadian Compliance & Regulatory Law
Tuesday Apr 27, 2021 | 12:00 pm EST
Post-Pandemic Economy
-
Mark Zandi
Chief Economist Moody's Analytics
Tuesday Feb 9, 2021 | 12:00 pm EST
Aging-In-Place: The Conversation for Preparedness
-
Neela White
Portfolio Manager, Raymond James
Tuesday Nov 24, 2020 | 12:00 pm EST
Preventing & Protecting Against Fraud and Financial Abuse
-
Krista James
National Director, Canadian Centre for Elder Law -
Raeann Rideout
Regional Consultant, Elder Abuse Ontario -
Irina Koropenko
Wealth Planner, HSBC
Tuesday Nov 17, 2020 | 12:00 pm EST
Planning & Saving for the Future
-
Carissa Lucreziano
Vice President Financial and Investment Advice, CIBC -
James Bilcox
Certified Financial Planner, Sun Life Financial -
Archie Pedden
Wealth Planner, HSBC
Wednesday Nov 4, 2020 | 12:00 pm EST
Managing Money & Debt Wisely
-
Kola Deru
Consultant & Subject Matter Expert CSI -
Neela White
Portfolio Manager Raymond James -
Jessica Bindra
Financial, Investment & Retirement Planner RBC
Wednesday Sep 23, 2020 | 12:00 pm EST
Canadian Housing Outlook: Upward Climb
-
Abhilasha Singh
Associate Director - Senior Economist, Moody's Analytics -
Brendan LaCerda
Associate Director - Senior Economist, Moody's Analytics -
Brian Tjoa
Director, Data & Analytics RPS Real Property Solutions
Wednesday Sep 16, 2020 | 12:00 pm EST
Support Business Recovery While Managing Credit Risk
-
Steve Cochrane
Chief APAC Economist, Moody's Analytics -
Martha Fetner
Senior Learning Partner, Moody's Analytics -
Richard Loeser
Director - Research, Moody's Analytics -
Benedict Fedrick
Senior Learning Partner, Moody's Analytics
Thursday Jul 9, 2020 | 12:00 pm EST
Canada—Sovereign and Provincial Webinar
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William Foster
Vice President - Senior Credit Officer, Moody's Analytics -
Michael Yake
Vice President - Senior Credit Officer, Moody's Analytics -
Adam Hardi
Vice President - Senior Analyst, Moody's Analytics -
Yves Lemay
Managing Director, Moody's Analytics
Disclaimer
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