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The Canadian Securities Institute (CSI) has been a leader in lifelong learning for financial professionals since 1970 and is a part of Fitch Learning, a global provider of professional education programs and credentials.
Committed to supporting individuals at all stages of their careers, CSI delivers relevant, high-quality education and professional development solutions that promote strong industry standards and contribute to efficient, competitive capital markets. With expertise spanning all major areas of financial services, including portfolio management, retail banking, trust and estate management, insurance, financial planning, and high-net-worth wealth management, CSI offers a comprehensive suite of more than 200 courses and credentials. Its respected designations include the Personal Financial Planner (PFP®), Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), Estate and Trust Management Professional (MTI®), and the Fellow of CSI (FCSI®).
CSI’s programs are recognized by key Canadian regulators, including the Canadian Investment Regulatory Organization (CIRO), the provincial securities regulators under the Canadian Securities Administrators (CSA), and the Canadian Insurance Services Regulatory Organizations (CISRO).
The CSI Timeline
| 2025 | CSI becomes a part of Fitch Learning. |
| 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®). |