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Enjoy 10% off the CSC® until October 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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Take the first step towards meeting your career goals.
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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.
Home > About CSI
The Canadian Securities Institute (CSI) has been setting the standard for excellence in lifelong education for financial professionals since 1970. CSI is part of Moody’s, which offers education programs and credentials in Canada and around the world.
Our experience training over 800,000 global professionals makes us the preferred partner for individuals, financial institutions, and regulators internationally. Our expertise extends across the financial services spectrum to include securities and portfolio management, retail banking, trust, and insurance, financial planning and high-net-worth wealth management.
CSI is endorsed by numerous Canadian regulators, including the Canadian Investment Regulatory Organization (CIRO), the provincial securities regulators (Canadian Securities Administrators) and the Canadian Insurance Services Regulatory Organizations (CISRO).
2022 | CSI is accredited as a credentialing body and the Personal Financial Planner (PFP®) designation as a financial planning credential by the Ontario Financial Services Regulatory Authority. |
2021 | CSI aligns its courses with Client Focused Reforms and new IIROC rules. |
2020 | CSI launches computer-based exams—remote proctored and in-test centres. |
2012 | The PFP® is accredited under ISO 17024 by the American National Standards Institute. |
2011 | All CSI designations are reviewed, and new requirements are introduced to meet international standards. |
2010 | Moody’s Analytics acquires CSI. |
2009 | Several CSI courses are accredited as licencing courses in regulation NI 31-103 released by the Canadian Securities Administrators. |
2007 | CSI acquires the Institute of Canadian Bankers. |
2006 | CSI introduces its high-net-worth wealth management designation, now called Certified International Wealth Manager (CIWM). |
2005 | CSI is sold by the Investment Dealers Association to ONCAP. CSI maintains its primary course and exam provider status. |
2004 | CSI is a founding member of the International Forum for Investor Education, a not-for-profit organization focused on strengthening investor education globally. |
2003 | CSI’s LLQP Insurance Course is accredited by insurance regulators. |
2002 | CSI moves most of its courses to a dynamic online learning platform. |
2000 | CSI offers a series of courses to meet new continuing education requirements. |
1999 | CSI hosts the first delegation of Chinese securities industry officials leading to numerous programs for investment professionals from China that continue to this day. |
1996 | CSI introduces the Personal Financial Planner (PFP) designation. |
1995 | The Trust Companies Institute merges with the Institute of Canadian Bankers. |
1993 | CSI introduces the Canadian Investment Manager (CIM) designation (now Chartered Investment Manager). |
1988 | CSI launches the Investment Funds in Canada (IFC) course. |
1976 | CSI introduces the Fellow of CSI (FCSI®). |
1970 | The Canadian Securities Institute is created by the Investment Dealers Association. |
1964 | CSI launches the Canadian Securities Course (CSC®). |