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Receive a 10% discount on your preferred version of the CSC® until April 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.
With Canadian sustainable fund assets reaching a record-breaking CAD $60.9 billion in Q2 2024, demand for ESG-focused strategies is soaring. But with this rapid growth come new challenges—shifting regulations, evolving client expectations, and the need for practical, real-world implementation strategies.
Join us on Tuesday, April 22, at 12 PM ET for a special Earth Day webinar featuring leading experts Glen Pichanick, Head of Advocacy & Industry Insights at Responsible Investment Association (RIA), Eli Mignault, Chief Advisor, Sustainable Finance, Commercial and Private Banking, National Bank, and Adelaide Chiu, Vice President & Portfolio Manager, Head of Responsible Investing, NEI Investments.
Hear from industry leaders as they unpack what sustainable finance really means for advisors today. Whether you’re a seasoned professional or just beginning to explore ESG investing, this session will provide actionable insights to help you navigate the evolving landscape and stay ahead.
Whether you’re an experienced professional or new to ESG investing, this session will provide practical, actionable insights to help you adapt to the evolving landscape and drive meaningful change in your advisory practice.