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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.
Whether you wish to embark on an investment or wealth management career, the Wealth Management Essentials (WME®) for Financial Planners course provides the foundational knowledge you need to succeed.
In addition to meeting regulatory requirements, the WME® course provides the foundation to earn more advanced certifications in investment management or wealth management. This course provides knowledge to help advisors deal with the increasingly complex demands of clients in a highly competitive environment.
This course is meant for individuals with prior financial planning education.
The WME® course provides advisors with a holistic approach to wealth management. This is an opportunity to apply the knowledge and skills to guide your clients in different areas of financial planning, covering such topics as getting to know the client, budgeting and saving, borrowing, taxation, retirement and estate planning. Additionally, you will learn about the concepts related to investment management, asset allocation, equities and debt securities, managed products, and portfolio monitoring and performance.
If you’ve already completed one of the following requirements you are eligible for advanced standing in the Wealth Management Essentials for Financial Planners Course:
If one of the following was not completed with CSI, proof is required at the time of enrolment.