- 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 Nov 20, 2024 | 1:00 pm EST
Ask Us Anything: GenAI and the Road Ahead for Advisors
-
Ari Lehavi
General Manager, Moody's (Predictive Analytics and AI) -
Rui Barreto
Director, Moody’s (Third Party Risk Solutions)
Wednesday Nov 13, 2024 | 12:00 pm EST
Prioritizing People: How Behavioural Insights Impact Financial Services
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Shannon O'Malley
Director, Member Experience Design, Meridian Credit Union -
Tanjim Hossain
Chair, Department of Management, University of Toronto - Mississauga -
Meera Paleja
Program Head, Research and Behavioural Insights, Ontario Securities Commission
Wednesday Nov 6, 2024 | 12:00 pm EST
Aging with Confidence: Securing Long-Term Care Solutions
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Neela White
Portfolio Manager, Raymond James
Thursday Aug 1, 2024 | 12:00 pm EST
Understanding Investor Psychology: Behavioural Finance in Action
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Brian Pasalich
Chief Executive Officer & Co-Founder, Behave Technologies -
Don Lefresne
Investment Researcher, York University
Thursday Apr 25, 2024 | 12:00 pm EST
Decoding Sustainable Investing: Strategies for the Canadian Market
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Olaf Weber
CIBC Chair in Sustainable Finance, Schulich School of Business, York University -
Nalini Feuilloley
Head of Responsible Investment, BMO Global Asset Management
Thursday Mar 28, 2024 | 12:00 pm
CSI Spotlight with Maryheth Cabrera: Investing in Inclusion
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Maryheth Cabrera
Co-founder and COO, Woveo -
Marie Muldowney
Managing Director, CSI
Thursday Mar 14, 2024 | 12:00 pm EST
A Career in Banking: Your Roadmap to Success
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Ryan Laverty, CFP®, FCSI®, CIWM, CIM®, MBA
Professor, School of Accounting and Financial Services at Seneca College -
Rija Choudhry
Manager of Early Talent Programs at RBC
Thursday Jan 25, 2024 | 12:00 pm EST
Catalyzing Success: Guiding Clients During RRSP Season & Beyond
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Jacqueline Power
Assistant Vice President, Tax & Estate Planning, Mackenzie Investments -
Joshua Wong
Investment Sales Manager, HSBC Global Asset Management
Wednesday Nov 22, 2023 | 12:00 pm EST
The Changing Tide: Empowering Women in Financial Services
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Neela White, FCSI®, CIM®, CIWM®, CPCA®, EPC, CEA®, CDCP
Senior Portfolio Manager, Raymond James Ltd. -
Tiffany Harding, CFP®, TEP, FEA, CLU®, CIWM, FCSI®
AVP, Head of Professional Wealth & Insurance Advisory Services, Manulife
Wednesday Nov 15, 2023 | 12:00 pm EST
Securing Your Legacy: Succession Planning for Small Businesses
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Tammy Buss, CLU, CH.F.C, CFP®
Family Business Advisor, BlueRoots Inc & Certified Financial Planner, Desjardins Financial Security Investments Inc.
Disclaimer
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