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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.
In partnership with the Rotman School of Management, CSI will be hosting an introductory webinar to explore the new Rotman-Canadian Securities Institute Strategy & Innovation in Wealth Management program. The four day symposium offers a mix of academic insight based on the latest research and practical experience in client specialization, human and family dynamics, wealth management strategies, legacy planning and growth.
Join Walid Hejazi, Professor, International Business at Rotman School of Management and Academic Director of Executive Programs and Tiffany Harding, AVP, Head of Practice Management and Wealth Planning Services at Manulife, for a discussion on how today’s financial climate is changing the way wealth managers and advisors cultivate and strengthen mutually beneficial client relationships. The program will take place at the residential White Oakes Resort and Spa in Niagara-on-the-Lake from October 11-15, 2023. It is designed to support financial services professionals as they continue to address frequent financial upheavals and evolving technologies while serving high net worth clients.