CSI will be performing maintenance on June 22nd from 7:00 PM to 12:00 AM EST. Exam scheduling will be unavailable. Existing exam bookings will not be impacted. Please do not submit support tickets for scheduling issues during this time.

Learning Partners

FP Canada

FP Canada

CSI offers three educational routes to the CFP® and the QAFPTM designation. Visit the CFP educational pathway page for more information.

For details on how to earn your CFP designation, please visit the FP Canada website.

Advocis

Advocis

CSI has a collaborative agreement with Advocis to offer Advocis members an expanded range of continuing education and professional development courses focused on the securities markets.

Licensing and Registration

Canadian Investment Regulatory Organization (CIRO)

CIRO is the self-regulatory organization that oversees all investment dealers and mutual fund dealers in Canada. CSI is CIRO’s primary proficiency partner. By completing specific CSI courses, you’re on your way to meeting the requirements for the CIRO’s registration categories. Completing the Canadian Securities Course (CSC®) is the base securities course requirement for a Registered Representative (Investment Advisor). See the list of CIRO licensing courses offered by CSI.

CSA-ACVM_logo

Canadian Securities Administrators

The Canadian Securities Administrators (CSA) is the umbrella organization of Canada’s provincial and territorial securities regulators. The CSA sets licensing requirements for several roles in the securities sector in Regulation 31-103. Several CSI courses are recognized in this rule.

Insurance Regulators

Insurance Regulators

CSI sets the proficiency requirements for life insurance regulators. CSI is an accredited provider of the Life License Qualification Program (LLQP) pre-licensing training program. CSI’s LLQP Insurance Course prepares you for the LLQP provincial exam.