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Receive a 10% discount on your preferred version of the CSC® until August 31
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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.
TMX Money offers tax facts and planning advice from noted tax education expert Evelyn Jacks
Investment Executive offers in depth analysis that keeps you on top of industry news, products and economic developments
Advisor.ca provides special reports to help you with your practice and investment strategies
Yahoo! Canada Finance offers investing and personal finance news to keep you up to date on industry activity
The Financial Consumer Agency of Canada provides information about the obligations of federally regulated financial institutions under the various acts and regulations overseen by FCAC. You also have access to relevant reference documents, as well as the latest news and information from FCAC’s Compliance and Enforcement branch.
The Ontario Securities Commission offers information about the administration and enforcement of securities legislation in the Province of Ontario
The Office of the Superintendent of Financial Institutions Canada (OSFI) provides information as to whether or not institutions and pension plans are in sound financial condition and are complying with governing law and supervisory requirements
The Canadian Securities Administrators (CSA), a voluntary umbrella organization of Canada’s provincial and territorial securities regulators, strives to improve, coordinate and harmonize regulation of the Canadian capital markets
The Canadian Investment Regulatory Organization (CIRO) is the national self-regulatory organization that oversees all investment dealers, mutual fund dealers, and trading activity on debt and equity marketplaces in Canada
The Investment Industry Association of Canada (IIAC) is a member based professional association that advances the growth and development of the Canadian investment industry
The Canadian Bankers Association offers information on key developments in the Canadian banking industry
The Financial Planning Standards Council develops, promotes and enforces professional standards for financial planners and raises the importance of financial planning to Canadians
Please check your profile in MyCSI to confirm you are holding a valid designation